Strategy Performance

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As at 30/04/20261 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy 7.2%-7.8 % 5.0% 14.0% 5.0% 9.2%
S&P/ASX Small Ordinaries Accumulation Index 3.3%-10.4% 15.3% 8.7% 3.7% 5.4%
Alpha3.9%2.6%-10.3%5.3% 1.3% 3.8%

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

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As at 30/04/2026 1 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy 7.2%-7.8 % 5.0% 14.0% 5.0% 9.2%
S&P/ASX Small Ordinaries Accumulation Index 3.3%-10.4% 15.3% 8.7% 3.7% 5.4%
Alpha3.9%2.6%-10.3%5.3% 1.3% 3.8%

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.