Performance

Performance

Australian Equities High Conviction Portfolio

(as at 31 May 2020)
 1mth3mth1yr3yr5yr10yr
DNR Capital6.08%-9.17%-5.66%3.29%5.53%9.83%
Benchmark4.36%-9.92%-6.70%4.35%4.27%7.25%
Outperformance1.72%0.75%1.04%-1.06%1.26%2.58%
Past performance is not an indication of future performance. No allowance has been made for taxation and fees are not taken into account. Performance figures greater than 1 yr have been annualised (p.a.).

Click here to download the Australian Equities High Conviction Portfolio monthly update.

Australian Equities Socially Responsible Portfolio

(as at 31 May 2020)
 1mth3mth1yr3yr5yr10yr
DNR Capital6.57%-8.60%-4.75%5.58%5.72%10.06%
Benchmark4.36%-9.92%-6.70%4.35%4.27%7.24%
Outperformance2.21%1.32%1.95%1.23%1.45%2.82%
Past performance is not an indication of future performance. No allowance has been made for taxation and fees are not taken into account. Performance figures greater than 1 yr have been annualised (p.a.).

Click here to download the Australian Equities Socially Responsible Portfolio monthly update.

Australian Equities Income Portfolio

(as at 31 May 2020)
 1mth3mth1yr3yr5yr10yr
DNR Capital6.56%-10.64%-5.87%2.10%4.25%10.40%
Benchmark3.47%-12.91%-7.64%2.39%3.38%8.93%
Outperformance3.09%2.27%1.77%-0.29%0.87%1.47%
Past performance is not an indication of future performance. No allowance has been made for taxation and fees are not taken into account. Performance figures greater than 1 yr have been annualised (p.a.).

Click here to download the Australian Equities Income Portfolio monthly update.

Australian Listed Property Trust Portfolio

(as at 31 May 2020)
 1mth3mth1yr3yr5yr10yr
DNR Capital6.72%-18.29%-14.84%1.37%4.66%9.36%
Benchmark6.97%-21.09%-16.82%0.81%3.80%9.29%
Outperformance-0.25%2.80%1.98%0.56%0.86%0.07%
Past performance is not an indication of future performance. No allowance has been made for taxation and fees are not taken into account. Performance figures greater than 1 yr have been annualised (p.a.).

Click here to download the Australian Listed Property Trust Portfolio monthly update.

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