Our Portfolio Performance

If you have a 3-5 year time frame – if it’s really that short, I think you’re leaning towards the greater fool theory.”  Warren Buffett

Over the past 12 years our portfolios are up 175.2%, compared to 127.4% for the market.

S&P Managed Funds General Equities Index $1,751,000 ASX All Ordinaries Accumulation Index $1,805,000 Gavin Ross & Co
Gavin Ross & Co All Ords Accumulation Index
1 Year Return 17.9% 13.1%
6 Year Return 85.7% 60.9%
12 Year Return 175.2% 127.4%
* Past performance is not a reliable indicator of future performance. Performance figures are the collation of portfolios we manage. Portfolios are managed on an individual basis reflecting client requirements for income, growth and risk. Individual results will therefore vary. Performance figures are inclusive of dividends and after deducting portfolio management fees. Franking credit tax refunds are not included in the performance figures shown, so actual returns for Australian based investors have been that much more.

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