Performance

Performance Chart

Monthly Performance

JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN TOTAL
2017FY 1.2% 1.1% -3.3% 2.2% 0.9% 1.9% 0.0% 2.1% 3.5% 4.2% -1.3% 12.9%
2018FY 1.9% 3.3% 1.7% 6.7% 1.1% -2.5% 6.0% 0.1% -2.5% 0.0% 2.8% 1.1% 21.0%

*Swipe across to view all table data 

Annualised Returns since inception: 17.7%

Annualised Volatility since inception: 8.4%

Sharpe Ratio since inception: 1.8

Sortino Ratio since inception: 3.8

Disclaimer: The Munro Global Growth Fund’s calculations are in Australian dollars, based on the exit price with distributions reinvested, after ongoing fees and expenses but excluding taxation. Past performance is provided for illustrative purposes and is not a guide to future performance. The inception date is 1 August 2016. Unit prices were published monthly between 1 August 2016 and 28 February 2017. The MSCI AC World Index refers to the MSCI All Country World Net Index in Australian Dollars.

Fund Ratings

Fund Reports

Monthly Updates

2018 Monthly Updates

JAN | FEB | MAR | APR | MAY | JUN

2017 Monthly Updates

JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC 

2016 Monthly Updates

AUG | SEP | OCT | NOV | DEC 

Quarterly Updates

2018 Quarterly Updates

2017 Quarterly Updates

2016 Quarterly Updates

Unit Pricing