Address:
22 The Mainsail
Port Macquarie
NSW 2444
Phone: 1300 201 087
Mobile: 0437 863 422
| One Month | Three Months | Six Months | Twelve Months | Financial Year To Date | Since Inception | |
| PacReef Income Today Portfolio | 3.28% | 6.78% | 7.79% | 7.62% | 13.83% | 6.67% |
| ALL ORDINARIES (TR) | 3.09% | 11.47% | 6.67% | -1.25% | 4.39% | -3.24% |
| Out (Under) Performance | 0.19% | (4.69%) | 1.12% | 8.87% | 9.44% | 9.91% |
PORTFOLIO OBJECTIVE: The PacReef Income Today Portfolio has an objective of achieving a return of 2% per annum above the All Ordinaries (TR) Index over a rolling five year period before fees and charges.
Disclaimer:
The table above sets out the investment performance returns including Franking Credits (BEFORE investment management fees, administration fees, performance based fees and taxes) for the portfolio. The performance returns have been calculated on a daily basis taking into account brokerage costs, and are accumulated for the relevant period up until the date nominated above. Returns from inception are shown as annualised if the period is over 1 year, or as total returns otherwise. Past performance is not a reliable indicator of future performance returns.
The ALL ORDINARIES (TR) benchmark refers to Standard & Poor’s ASX All Ordinaries Total Return index which includes the return from income distributions.
The SINCE INCEPTION figures relate to the period since the portfolio became available to investors on the HUB24 Invest platform. This date was 9 April, 2015.
These figures are provided by HUB24 Custodial Services Limited to PacReef Asset Management Pty Ltd. Information on this site is believed to be accurate as at the time the information is provided. PacReef Asset Management Pty Ltd and Strategy Financial Consulting Pty Ltd accepts no responsibility for any errors or omissions.
