Strategy Performance

Download
As at 30/11/20251 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy-4.6%-0.3% 17.7% 19.6%12.1% 13.1%
S&P/ASX Small Ordinaries Accumulation Index-1.5% 3.8%19.4%11.5%7.1% 6.9%
Alpha-3.1%-4.1%-1.7%8.1% 5.0% 6.2%

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 30/11/2025 1 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy-4.6%-0.3% 17.7% 19.6%12.1% 13.1%
S&P/ASX Small Ordinaries Accumulation Index-1.5% 3.8%19.4%11.5%7.1% 6.9%
Alpha-3.1%-4.1%-1.7%8.1% 5.0% 6.2%

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.