Returns

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.