Performance Menu

PERFORMANCE TO 30 NOVEMBER 2019

*Inception date 26 March 2018. Past performance should not be taken as an indication of future performance.

PERFORMANCE TO 30 nOVEMBER 2019

*Inception date 28 September 2018. Past performance should not be taken as an indication of future performance.

Our Vital Signs

Investing is an unusually measurable endeavour. However, as they say, not everything that can be measured matters. We outline what we believe is meaningful and why. We also discuss the more conventional but less useful measures. These ratios are calculated based on our Class A unit trust from its inception on 26 March 2018.

We believe that the success rate and the bottom 20% are the two best indicators of investment risk, manager skill and process repeatability.