Performance
Performance to March 2024
| 1 MONTH | 1 YEAR | 5 YEAR | 10 YEAR | 20 YEAR | |
|---|---|---|---|---|---|
| Packer & Co Investigator Trust | 3.5% | 12.6% | 6.9% | 9.2% | 11.3% |
| All Ordinaries Accumulation Index | 3.1% | 15.0% | 9.5% | 8.5% | 8.8% |
| MSCI World Accumulation Index AUD | 3.1% | 29.1% | 14.6% | 13.9% | 9.5% |
Our returns are net of all fees and costs and assume all distributions are reinvested. They do not take into account any entry or exit fees or taxes payable by investors.
Investments can go up and down. Past performance is not necessarily indicative of future performance. Investors should refer to the Packer & Co Investigator Trust Short Form Product Disclosure Statement.
Annual Returns to December
| YEAR | PACKER & CO INVESTIGATOR TRUST | PACKER & CO PORTFOLIOS |
|---|---|---|
| 2023 | 6.2% | |
| 2022 | 2.2% | |
| 2021 | 13.3% | |
| 2020 | -13.5% | |
| 2019 | 32.7% | |
| 2018 | -0.8% | |
| 2017 | 9.5% | |
| 2016 | 13.3% | |
| 2015 | 10.4% | |
| 2014 | 10.3% | |
| 2013 | 43.6% | |
| 2012 | 11.6% | |
| 2011 | 9.0% | |
| 2010 | -7.1% | |
| 2009 | 20.7% | |
| 2008 | 2.6% | |
| 2007 | 7.7% | |
| 2006 | 21.8% | |
| 2005 | 22.4% | |
| 2004 | 11.3% | |
| 2003 | 9.7% | |
| 2002 | 17.6% | |
| 2001 | 20.2% | |
| 2000 | 6.7% | |
| 1999 | 8.4% | |
| 1998 | 18.2% | |
| 1997 | 9.8% | |
| 1996 | 39.0% | |
| 1995 | 28.5% | |
| 1994 | 6.9% |
Our annual returns comprise the average of the Packer & Co portfolios from 1993 to 1996, and the Packer & Co Investigator Trust from then on, assuming the reinvestment of all distributions. They are net of all fees and costs and do not take into account any entry or exit fees or taxes payable by investors.
Investments can go up and down. Past performance is not necessarily indicative of future performance. Investors should refer to the Packer & Co Investigator Trust Short Form Product Disclosure Statement.