Performance
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% |
| 2019FY | -0.4% | 5.1% | 0.9% | -5.4% | -3.1% | -1.4% | 2.1% | -2.6% |
*Swipe across to view all table data
Annualised Returns since inception: 12.1%
Annualised Volatility since inception: 9.4%
Sharpe Ratio since inception: 1.0
Sortino Ratio since inception: 1.8
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
