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Ann: 2021 Full Year Results - Investor Presentation, page-165

  1. 2,890 Posts.
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    Hi All

    Just a quick technicality on the new Global Equity Portfolio, the 7.59% is for the top ten including OXY.
    Do not anticipate this performance for the rest of the portfolio. Without OXY, the portfolio has increased 4.4% for the month.
    If we apply this return to the rest of the portfolio we come up with a 5.69% increase for the month of March so far.
    Global Equity - New (revised, assumes rest of portfolio is performing at top ten ex OXY)
    https://hotcopper.com.au/data/attachments/4212/4212011-0da5883081eb6cd54c7783fe56acf76d.jpg
    Global Equity - New (top ten performance only)
    https://hotcopper.com.au/data/attachments/4212/4212021-e8f33e62d12f4083c38b3057822e4f0a.jpg
    Just goes to show you how statistics can be used to present better outcomes.

    Best of Luck
    Lost


 
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