Over six years to June 2017, the international fund Stephen managed at Evans & Partners (E&P) returned 18.3% p.a. before fees, exceeding by 4.9% p.a. the MSCI AC World Accum Index ex-Australia.
Stephen’s returns outperformed more than 90% of a broad peer group of international funds over the same period (Source: Zenith).
Stephen was managing over $1 billion of client assets at the time he left E&P.