Performance
Performance
Australian Equities High Conviction Portfolio
| (as at 30 September 2021) |
| | 1mth | 3mth | 1yr | 3yr | 5yr | 10yr |
| DNR Capital | 0.30% | 4.08% | 43.24% | 12.09% | 12.56% | 14.14% |
| Benchmark | -1.85% | 1.71% | 30.56% | 9.65% | 10.42% | 10.80% |
| Outperformance | 2.15% | 2.37% | 12.68% | 2.44% | 2.14% | 3.34% |
| 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 30 September 2021) |
| | 1mth | 3mth | 1yr | 3yr | 5yr | 10yr |
| DNR Capital | -1.56% | 2.60% | 38.53% | 10.67% | 12.17% | 13.87% |
| Benchmark | -1.85% | 1.71% | 30.56% | 9.65% | 10.42% | 10.80% |
| Outperformance | 0.29% | 0.89% | 7.97% | 1.02% | 1.75% | 3.07% |
| 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 Equities Socially Responsible Portfolio monthly update.
Australian Equities Income Portfolio
| (as at 30 September 2021) |
| | 1mth | 3mth | 1yr | 3yr | 5yr | 10yr |
| DNR Capital | 0.14% | 5.58% | 40.60% | 11.49% | 11.00% | 14.46% |
| Benchmark | -0.76% | 4.48% | 33.71% | 10.04% | 9.65% | 12.74% |
| Outperformance | 0.90% | 1.10% | 6.89% | 1.45% | 1.35% | 1.72% |
| 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 30 September 2021) |
| | 1mth | 3mth | 1yr | 3yr | 5yr | 10yr |
| DNR Capital | -1.57% | 4.01% | 30.13% | 9.75% | 7.97% | 13.65% |
| Benchmark | -2.18% | 4.24% | 29.85% | 8.57% | 7.10% | 13.17% |
| Outperformance | 0.61% | -0.23% | 0.28% | 1.18% | 0.87% | 0.48% |
| 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.
