Cumulative Returns - Since Inception
Best Ideas - Competitive Edge: 19.01%
SPDR S&P 500 ETF (SPY): 10.25%
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.