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Safe to say they aren't living up to their goals -...

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cutty

3,292 Posts.

430

18/05/21

21:15

Post #: 53261186

Originally posted by woollydog: ↑
from Antipodes own website

Antipodes is an award-winning investment team that specialises in global shares.
Established in 2015 by Jacob Mitchell, we adopt a multidisciplinary approach to a very single-minded strategy – we seek to outperform global shares markets while protecting our clients from volatility and permanent capital loss.

¹The inception date is the date that the current investment strategy was adopted (July 2015).

As at 30th April 2021 Absolute performance (%)

Fund Benchmark² Difference
1 month 0.4 2.9 -2.5
3 month 8.8 8.9 -0.1
Year to date 7.9 9.0 -1.2
1 year 18.4 23.5 -5.1
3 year p.a. 5.6 12.5 -6.8
5 year p.a. 10.2 13.6 -3.4
Inception p.a.¹ 9.8 11.0 -1.2
Inception¹ 72.6 84.1 -11.6
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Safe to say they aren't living up to their goals - outperforming global markets that is.