Short-term Performance

Diversified advised investors pursuing ‘Balanced’ or ‘Growth’ strategies, have achieved the following actual returns in each of the past three years – after all costs, fees and taxes withheld-at-source, but before final tax. Annual Returns received by investors to March 31st

  March 31st, 2015 March 31st 2016 March 31st 2017 3-yrs Compounded
‘Balanced’ +12.28% +2.11% +16.13% +33.14%
‘Growth’ +13.66% +2.72% +16.88% +36.46%