From Newing on Stocks. Truly shocking portfolio performance The...

From Newing on Stocks.

Truly shocking portfolio performance

The annual returns in recent years for the Superfund portfolio have been as follows:

2018/19 gain 23.4%
2019/20 gain 106.3%
2020/21 gain 28.3%
2021/22 loss 28.0%
2022/23 loss 38.1%

The annual returns in recent years for the Trust portfolio have been as follows:

2018/19 gain 4.8%
2019/20 loss 4.9%
2021/21 loss 9.1%
2021/22 loss 19.7%
2022/23 loss 88.3%

The last two years have been terrible, largely due to the demise of Phoslock (PET) which had been a large holding.