Returns
Performance
Returns
As at April 2026, the Grosset Gaia Foundation is more than 95% invested in Australian equities.
Returns stated are indicative for the period shown and have not been independently audited.
Performance summary
12 months to 23 April 2026
17.61% p.a. gross
Benchmark (STW S&P/ASX 200): 15.41%
Since inception — August 2011
13.04% p.a. gross
Benchmark (STW S&P/ASX 200): 7.04%
Major holdings
| Security | Code | Sector |
|---|---|---|
| ANZ Group | ANZ.AX | Financial services |
| Telstra | TLS.AX | Communication services |
| Macquarie Group | MQG.AX | Financial services |
| Coventry Group | CYG.AX | Manufacturing services |
| Metcash | MTS.AX | Distribution services |
| Physical Silver ETF | ETPMAG.AX | Precious metals |
| Physical Gold ETF | GOLD.AX | Precious metals |
| Vanguard Australian Small Companies ETF | VSO.AX | Diversified equities |
ETF holdings (ETPMAG.AX, GOLD.AX, VSO.AX) are exchange-traded funds providing exposure to physical precious metals and diversified Australian small companies respectively. Holdings listed reflect major positions as at April 2026 and are subject to change.