Returns

  • Returns to June 2025

    The Grosset Gaia Foundation is currently more than 95% invested in Australian equities.

    The following returns stated are indicative for the period above and have not been audited.

    Major Stockholdings

    Equities
    – ANZ Group (ANZ.AX -Financial Services
    – Telstra Ltd- (TLS.AX) – Communication Services
    – Macquarie Ltd – (MQG.AX) – Financial Services
    – Coventry Group – (CYG.AX) – Manufacturing Services
    – Metcash Ltd -(MTS:AX)- Distribution Services 

    12 months to date (as at 20/06/2025) Gross return 17.10% p.a.
    Benchmark for the same period: STW:SPDR S&P200 Net Return 13.97% p.a.

    Since Inception in August 2011 the fund has returned Gross Return 11.37% p.a.
    Benchmark for the same period: STW:SPDR S&P200 Net Return 7.14% p.a.

     

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