Australian Equities Income Portfolio

The Australian Equities Income Fund investment objective is to make investments in securities listed on the ASX 200 that generate steady and predictable growth in dividends over longer term. In addition, we target superior risk adjusted returns that incorporate lower volatility levels and outperformance in downwardly moving markets

Performance Metrics: Total Return as at 31/12/16*

  FY15 FY16 FY17 Since Inception**
(Annualised) 
Australian Equities Income 13.62% 7.66% 4.91% 10.24%
ASX 200 Accumulation Index 5.68% 0.56% 10.59% 6.03%
Relative Performance 7.94% 7.10% -5.68% 4.21%

*Past performance is not an indication of future performance
** Inception date: 11/03/14 

Cumulative Return Since Inception to 31/12/16

Source: Praemium Ltd