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Performance

Detailed below is the WAM Active Limited performance since inception as compared to the All Ordinaries Accumulation Index:
 

 

Jan 08

Feb 08

Mar 08

Apr 08

May 08

Jun 08

Gross Performance*

+0.3%

 +1.2%

 +0.5%

 +1.6%

 +2.4%

-3.7%

All Ords Accum.

-11.2%

 +0.3%

 -4.1%

 +4.6%

 +2.5%

-7.3%

 

 Jul 08

 Aug 08

 Sep 08

 Oct 08

 Nov 08

Dec 08

Gross Performance*

-1.1%

+0.1%

-3.8%

-5.3%

-5.2%

+3.4%

All Ords Accum.

-5.2%

+4.0%

-10.6%

-13.9%

-7.2%

-0.1%
 

Jan 09

 Feb 09

 Mar 09

  Apr 09  May 09

Jun 09

Gross Performance*

-1.9%

 +0.6%

+4.5%

 +7.6%

  +5.0%

+6.2%

All Ords Accum.

-4.9%

 -4.3%

 +8.1%

  +6.1%  +2.2%

+3.9%
 

 Jul 09

  Aug 09  Sep 09

Oct 09

 Nov 09 

Dec 09
Gross Performance*  +9.6%  +7.5%  +6.2%  +2.1% +0.3% +1.0% 
All Ords Accum.  +7.7%  +6.5%  +6.0%  -1.9% +1.9% +3.7%
   Jan 10  Feb 10  Mar 10  Apr 10

 May 10

    Jun 10
Gross Performance*   -3.6%  +0.0%  +2.9%  +0.4%  -4.0%  -0.9%
All Ords Accum. -5.8%  +1.8%  +5.8%  -1.2%  -7.6%  -2.6%
            Since Inception
 Gross Performance*            +37.4%
 All Ords Accum.            -24.9%

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 *The change in the portfolio before all expenses, fees and taxes.