Thanks @lostUpdate on GQG Funds performance summary reported by...

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    Thanks @lost

    Update on GQG Funds performance summary reported by Morningstar as at close of trade Friday 16 May 2025.

    Summary

    Wtd average 1-Year returns +0.49% vs peers +9.36% for -8.87% under-performance (Table A) of which -6.32% has occurred in the 7 trading weeks since the end of the quarter (Table C). 3-Month and 3-Year relative performance has deteriorated by a similar amount (Table C).

    [Table A] 1-Day to 5-Year performance.

    https://hotcopper.com.au/data/attachments/7008/7008184-d96f364c6c67a09ad8ab11d83b2b1017.jpg

    WTD avg +1.91% returns on the week, peer categories +3.47% meaning -1.56% wtd avg relative performance.
    1-Month returns +4.79%, peers +11.26% meaning -6.47% under-performance for the month.

    [Table B] Change in 1-Month to 5-Year relative performance over the trading week.

    https://hotcopper.com.au/data/attachments/7008/7008183-bf59e6f283203cde4b75a1816d3a8334.jpg

    [Table C] Change in relative performance since the end of last quarter.

    https://hotcopper.com.au/data/attachments/7008/7008186-b0e20febdc1ee401c61411772f07f03c.jpg

    Relative returns from 3-Month to 3-Years down by ~5.5% to 6.5% since end of the quarter (Table C).

 
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(20min delay)
Last
$2.12
Change
-0.030(1.40%)
Mkt cap ! $6.265B
Open High Low Value Volume
$2.15 $2.16 $2.07 $8.154M 3.867M

Buyers (Bids)

No. Vol. Price($)
13 120183 $2.10
 

Sellers (Offers)

Price($) Vol. No.
$2.12 6228 3
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Last trade - 16.10pm 13/06/2025 (20 minute delay) ?
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