Returns July 2015 – Sept 2015
The following returns stated are indicative for the period above and have not been audited.
Major Holdings
1) Equities
– Solco Ltd – (SOO.AX) – Supplier of solar systems
– Telstra Ltd – (TLS.AX) – Telecommunication
– Macquarie Ltd – (MQG.AX) – Financial
– Betashares US Dollars ETF – (USD) – Currency
Net return for the Fund for the period was approximately -0.89%
Performance of the ASX 200 for the same period was -8.02%
Performance from Inception August 2011:
Net return for the Fund for the period was approximately 13.79%p.a.
Performance of the ASX 200 of the same period was 8.96%p.a.