Level 27, 140 William Street,
Melbourne VIC 3000
+61 3 9039 5050
info@alexanderfunds.com.au
As at 31 October 2024* |
Return |
Benchmark |
Outperformance |
Monthly |
0.71% |
0.54% |
+0.17% |
3 Month Return |
2.32% |
1.62% |
+0.70% |
Annual Return |
9.24% |
6.56% |
+2.68% |
3 Year Return (pa) |
7.20% |
5.02% |
+2.18% |
5 Year Return (pa) |
6.04% |
3.92% |
+2.12% |
Annualised Since Inception |
10.74% |
4.63% |
+6.11% |
Annualised Since Inception |
10.77% |
4.59% |
+6.18% |
*Returns displayed are net of all fees and transaction costs. Past performance is not a reliable indicator of future performance.
**Source: Bloomberg Index Services Limited
As at 31 October 2024* |
Return |
Benchmark |
Outperformance |
Monthly |
0.86% |
0.46% |
+0.40% |
3 Month Return |
2.25% |
1.37% |
+0.88% |
Annual Return |
8.49% |
5.50% |
+2.99% |
3 Year Return (pa) |
6.11% |
3.98% |
+2.13% |
5 Year Return (pa) |
4.93% |
2.89% |
+2.04% |
Annualised Since Inception |
5.19% |
2.84% |
+2.35% |
*Returns displayed are net of all fees and transaction costs. Past performance is not a reliable indicator of future performance.
**Source: Bloomberg Index Services Limited
Bloomberg ® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Blomberg Indices. Bloomberg does not approve or endorse this material or guarantee the accuracy or completeness of any information herein, nor does Bloomberg make any warranty, express or implied, as to the results to be obtained therefrom, and, to the maximum extent allowed by law, Bloomberg shall not have any liability or responsibility for injury or damages arising in connection therewith.