Returns Year Ending 24 September 2019
The following returns stated are indicative for the period above and have not been audited.
Major Holdings as at September 2019
1) Equities
– Telstra Ltd – (TLS.AX) – Communication Services
– Macquarie Ltd – (MQG.AX) – Financial Services
– Vocus Group Ltd – (VOC.AX) – Communication Services
Net return for the Fund for the period was approximately 28.72%
Performance of the STW:SPDR S&P 200 fund for the same period was 20.17%
Performance from Inception August 2011:
Net return for the Fund for the period per annum was 12.11%p.a.
Performance of the STW:SPDR S&P 200 fund for the same period per annum was 8.11%p.a.