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Performance

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

 

Feb 04

Mar 04

Apr 04

May 04

Jun 04

Jul 04

Gross Performance*

+0.51%

+1.52%

+0.33%

+0.70%

+2.37%

+1.20%

All Ords Accum.

+3.11%

+1.99%

-0.13%

+1.62%

+2.65%

+0.57%

 

Aug 04

Sep 04

Oct 04

Nov 04

Dec 04

Jan 05

Gross Performance*

-0.21%

+4.71%

+2.95%

+4.55%

+2.50%

+0.37%

All Ords Accum.

+1.05%

+3.77%

+3.14%

+4.63%

+3.00%

+1.33%

 

Feb 05

Mar 05

Apr 05

May 05

Jun 05

Jul 05

Gross Performance*

+1.39%

-0.83%

-6.00%

-0.25%

+4.95%

+2.01%

All Ords Accum.

+1.80%

-0.74%

-3.78%

+3.41%

+4.46%

+2.77%

 

Aug 05

Sep 05

Oct 05

Nov 05

Dec 05

Jan 06

Gross Performance*

+2.77%

+3.91%

-2.36%

+3.97%

+3.84%

+1.64%

All Ords Accum.

+2.17%

+4.76%

-3.83%

+4.40%

+3.04%

+3.65%

 

Feb 06

Mar 06

Apr 06

May 06

Jun 06

Jul 06

Gross Performance*

+2.08%

+6.58%

+3.12%

-1.37%

+1.28%

-3.00%

All Ords Accum.

+0.70%

+4.81%

+2.40%

-4.34%

+1.86%

-1.51%

 

Aug 06

Sep 06

Oct 06

Nov 06

Dec 06

Jan 07

Gross Performance*

+4.53%

+1.88%

+7.93%

+3.10%

+2.57%

+3.48%

All Ords Accum.

+3.18%

+1.25%

+4.80%

+2.48%

+3.62%

+2.01%

 

Feb 07

Mar 07

Apr 07

May 07

Jun 07

Jul 07

Gross Performance*

-2.17%

+3.75%

+1.38%

+2.8%

+2.2%

-1.0%

All Ords Accum.

+1.59% 

+3.33%

+3.05%

+3.2%

 -0.1%

-1.9%

 

Aug 07

Sep 07

Oct 07

Nov 07

Dec 07

Since Inception

Gross Performance*

+4.94%

+2.41%

 +1.07%

+0.01% 

-1.63% 

+123.8%

All Ords Accum.

+1.70%

 +5.78%

 +3.07%

-2.36% 

-2.36% 

+129.3%


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