creating long-term value
Value of $100,000 invested since inception
(from 7 July 2017 to last end of month)
cumulative return
Total return generated (net of ongoing fees) up to last end of month
annualised return
Compound annual growth rate (net of ongoing fees) up to last end of month
| Lumenary | ||||
| Benchmark | ||||
| Lumenary value added |
Return calculation: based on exit unit price, after deduction of management and administration fees, with all distributions reinvested
Benchmark: MSCI AC World Net Index (in AUD)
Inception: 7 July 2017
track record
Unit price and distribution history up to last end of month
Notes:
- mid unit price in AUD, after deduction of management and administration fees
- past performance does not necessarily translate to future performance
