Returns Dec 2017
The following returns stated are indicative for the period above and have not been audited.
Major Holdings
1) Equities
– Telstra Ltd – (TLS.AX) – Communication Services
– Macquarie Ltd – (MQG.AX) – Financial Services
– Sirtex Medical Ltd – (SRX.AX) – Medical
– Vocus Group Ltd – (VOC.AX) – Communication Services
Net return for the Fund for the period was approximately 1.05%
Performance of the STW:SPDR S&P 200 fund for the same period was 6.24%
Performance from Inception August 2011:
Net return for the Fund for the period per annum was 6.71%p.a.
Performance of the STW:SPDR S&P 200 fund for the same period per annum was 9.17%p.a.