Competitive Edge

Cumulative Returns - Since Inception

  • Best Ideas - Competitive Edge: 19.01%

  • SPDR S&P 500 ETF (SPY): 10.25%

  • Difference: +8.76%

Top and Bottom Five Contributors – Since Inception

Past performance is not a guide to future performance, future returns are not guaranteed, and a loss of original capital may occur.

Figures are current as at 31st March 2020.

Performance is AUD unhedged.

Figures are NET of investment management fees (0.75% +GST) and GROSS of performance fees (10% of the net-of-fee return above the 12-month average Moodys Seasoned US Corporate Baa Yield + 0.75%).

Returns are based on a composite of all client accounts invested in the Best Ideas Competitive Edge strategy.

Benchmark returns are converted into AUD using monthly exchange rate data from Interactive Brokers LLC and the Federal Reserve Economic Data website: https://fred.stlouisfed.org/ .

Inception date for the Best Ideas Competitive Edge investment strategy is 1/3/2019.

All figures are calculated by Interactive Brokers LLC. 

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This web page is for informational purposes only. It does not constitute financial advice or take into account the particular investment objectives, financial situations or needs of individual readers. Readers should consider whether any opinions or recommendations on this website are suitable for their particular circumstances and, if appropriate, seek professional advice, including tax advice. This web page has been prepared with care. However, Guiscard Capital Pty Ltd makes no warrant of any kind in regard to the contents and Guiscard Capital Pty Ltd shall not be liable for incidental or consequential damages, financial or otherwise, arising out of the use of this web page. This web page is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. The price and value of investments referred to on this web page and the income from them may fluctuate. Past performance is not a guide to future performance, future returns are not guaranteed, and a loss of original capital may occur. The contents of this web page are subject to the provisions of the Copyright Act, 1968, and any unauthorized reproduction of it is subject to prosecution under the provisions of the Act.