KBWM Australian Equities Fund

This fund is currently being beta tested and is not available for investment. Please contact us should you wish more information regarding our future intentions.

The objective of the KBWM Australian Equities Fund is to provide investors access to a concentrated, actively managed portfolio of high quality growth companies listed on the Australian Stock Exchange.

Fund Performance

Performance at 31 August 2016 1 Mth FYTD 6 Mths 1 Year 3 Years            (p.a.) Since Inception p.a. (July 2013)
KBWM Fund 0.48% 6.91% 11.55% 11.98% 10.70% 10.70%
S&P/ASX All Ords Accumulation Index -1.30% 4.87% 14.20% 10.70% 7.10% 7.10%
Outperformance 1.78% 2.04% -2.65% 1.28% 3.60% 3.60%

 

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