Short-term Performance

Diversified advised investors pursuing ‘Balanced’ or ‘Growth’ strategies, have achieved the following actual returns over the past One, Two and Four years – after all costs, fees and taxes withheld-at-source, but before final tax. Annual Returns are the average of those actually received by investors.

  Year to June 30th 2018 2-yrs cumulative to June 30th 2018

4-yrs cumulative to June 30th 2018

‘Balanced’ +14.44% +34.47% +48.58%
‘Growth’ +16.21% +38.62% +55.21%