Short-term Performance

Diversified advised investors pursuing ‘Balanced’ or ‘Growth’ strategies, have achieved the following actual returns over the past three 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 September 30th 2016 Year to September 30th 2017

3-yrs compounded to Sept., 30th 2017

‘Balanced’ +5.20% +19.30% +29.00%
‘Growth’ +5.16% +21.30% +31.47%