Performance

Performance

Australian Equities High Conviction Portfolio

(as at 31 August 2020)
 1mth3mth1yr3yr5yr10yr
DNR Capital2.27%7.06%-3.32%5.75%8.80%10.78%
Benchmark2.83%6.04%-5.08%6.10%7.47%7.81%
Outperformance-0.56%1.02%1.76%-0.35%1.33%2.97%
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 August 2020)
 1mth3mth1yr3yr5yr10yr
DNR Capital4.11%5.21%-2.23%7.27%8.81%10.85%
Benchmark2.83%6.04%-5.08%6.10%7.47%7.81%
Outperformance1.28%-0.83%2.85%1.17%1.34%3.04%
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 August 2020)
 1mth3mth1yr3yr5yr10yr
DNR Capital1.76%4.46%-7.64%4.40%6.75%11.02%
Benchmark3.35%5.79%-7.33%4.54%6.12%9.52%
Outperformance-1.59%-1.33%-0.31%-0.14%0.63%1.50%
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 August 2020)
 1mth3mth1yr3yr5yr10yr
DNR Capital8.35%7.79%-13.76%5.26%6.59%9.98%
Benchmark7.89%7.04%-17.69%4.42%5.82%9.61%
Outperformance0.46%0.75%3.93%0.84%0.77%0.37%
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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