Performance

Australian Small Companies Fund
Performance

Performance History$100,000 Invested on 31/10/2012

Performance Summary to 31 March 2021

  1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
Since Inception
8IP Small Companies Fund (net of fees) -0.52% +2.31% +14.41% +81.45% +13.51% 12.56% +12.66%
S&P/ASX Small Ordinaries Accumulation Index +0.79%% +2.09% +16.20% +52.15% +8.33% +10.69% +7.17%
Active Return (net of fees) -1.31% +0.23% -1.80% +29.31% +5.18% +1.88% +5.49%

* Inception date 1 October 2012 (The date the current team commenced managing this Fund). Source: Link Fund Solutions and Bloomberg. All returns are shown to two decimal places. Returns for periods of more than one year are annualised. Net of fees returns is the Fund return after the deduction of ongoing fees and expenses based on end of month redemption prices assuming the reinvestment of all distributions. Past performance is not an indicator of future performance.

Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the 8IP Australian Small Companies Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT) and is the Responsible Entity. This information has been prepared by Eight Investment Partners Pty Limited (ABN 22 139 616 783), to provide you with general information only. In preparing this table, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Eight Investment Partners Pty Limited , Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.

Australian Small Companies Portfolio
Performance

Performance History$100,000 Invested on 01/06/2014

Performance Summary as of March 2021

  1 Month
3 Months
6 Months 1 Year
3 Years 5 Years Inception
(June 2014)
Fund (net of fees) +5.89% +12.96% +11.76% +93.52% +14.40% +14.64% +20.27%

* All returns are provided by Mason Stevens. Returns for periods of more than one year are annualised. Total returns include realised and unrealised gains and losses plus income and are time-weighted rates of return that adjust for external cash flows. Valuations are computed and performance reported in Australian dollars. Performance returns are presented net of fees. Strategy commenced with an 8IP representative portfolio on 31st January 2014. First portfolio as a Managed Discretionary account under the 8IP Australian Small Companies Model Portfolio Investment Mandate commenced in 25th June 2014. 

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