| Blue Boat Gross Return | Blue Boat Net Return | |
|---|---|---|
| FY17 (3 months) | 1.3% | 1.1% |
| FY18 | 42.3% | 32.5% |
| FY19 | -11.5% | -11.9% |
| FY20 | -10.3% | -10.8% |
| FY21 | 40.0% | 38.9% |
| FY22 | -16.7% | -17.2% |
| FY23 | 6.9% | 6.2% |
| FY24 | 22.4% | 19.9% |
| FY25 (3 months) | 19.7% | 19.5% |
| Total since inception | 108.6% | 84.4% |
| CAGR | 10.3% | 8.5% |
Returns are presented in AUD. CAGR is the compound annual growth rate since fund inception.
Including reinvested distributions, $100,000 invested in Blue Boat at the commencement of the fund in April 2017 is now worth $184,449 (as at 30 September 2024).
Important Information:
Past performance is not a reliable indicator of future performance. This material is not a securities recommendation or an offer or solicitation with respect to the purchase or sale of any securities in any jurisdiction. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should therefore assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances.