Performance

Performance

Australian Equities High Conviction Portfolio

(as at 28 February 2019)
 1mth3mth1yr3yr5yr10yr
DNR Capital6.87%9.69%4.47%13.09%9.73%14.17%
Benchmark5.98%9.95%7.05%12.91%7.30%11.12%
Outperformance0.89%-0.26%-2.58%0.18%2.43%3.05%
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 28 February 2019)
 1mth3mth1yr3yr5yr10yr
DNR Capital9.49%9.98%7.83%14.02%9.76%13.85%
Benchmark5.98%9.95%7.05%12.91%7.30%11.12%
Outperformance3.51%0.03%0.78%1.11%2.46%2.73%
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 28 February 2019)
 1mth3mth1yr3yr5yr10yr
DNR Capital7.20%7.02%5.60%10.43%8.62%13.83%
Benchmark5.75%6.98%4.02%9.68%7.57%13.04%
Outperformance1.45%0.04%1.58%0.75%1.05%0.79%
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 28 February 2019)
 1mth3mth1yr3yr5yr10yr
DNR Capital1.74%10.00%17.84%9.22%13.06%15.70%
Benchmark1.75%9.86%18.86%8.56%13.01%14.44%
Outperformance-0.01%0.14%-1.02%0.66%0.05%1.26%
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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