Strategy Performance

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As at 31/03/20261 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy-12.2%-18.0%-1.2% 11.7% 5.1% 8.2%
S&P/ASX Small Ordinaries Accumulation Index-11.0%-10.9% 13.7% 8.5% 4.0% 4.9%
Alpha-1.2%-7.1%-14.9% 3.2% 1.1% 3.3%

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 31/03/2026 1 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy-12.2%-18.0%-1.2% 11.7% 5.1% 8.2%
S&P/ASX Small Ordinaries Accumulation Index-11.0%-10.9% 13.7% 8.5% 4.0% 4.9%
Alpha-1.2%-7.1%-14.9% 3.2% 1.1% 3.3%

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.