Cumulative Returns Since Inception
Best Ideas: 23.60%
Benchmark is a composite of 80% SPDR S&P 500 ETF (SPY) and 20% SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BILL): 20.26%
Prior to 1/4/2020, Best Ideas was available in two variants.
Top & 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 of August 2020.
Performance is in AUD.
Figures are NET of investment management fees and GROSS of performance fees.
Returns are based on a composite of all client accounts.
Inception date for the Best Ideas Competitive Edge investment strategy is 1/3/2019. Inception date for the Best Ideas Market Timing investment strategy is 11/4/2019. The strategies were combined into a single strategy on 1/4/2020.
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/ .
All figures are calculated by Interactive Brokers LLC.