Strategy Performance

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As at 31/08/20251 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy7.2%15.3%33.0%18.1%13.8%13.7%
S&P/ASX Small Ordinaries Accumulation Index8.4%12.4%23.4%9.8%7.9%6.5%
Alpha-1.2%2.9%9.6%8.3%5.9%7.2%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.

Strategy Performance

Download
As at 31/08/2025 1 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy7.2%15.3%33.0%18.1%13.8%13.7%
S&P/ASX Small Ordinaries Accumulation Index8.4%12.4%23.4%9.8%7.9%6.5%
Alpha-1.2%2.9%9.6%8.3%5.9%7.2%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.