Performance

Performance to September 2024

  1 MONTH 1 YEAR 5 YEAR 10 YEAR 20 YEAR
Packer & Co Investigator Trust 1.3% 2.2% 3.3% 7.9% 10.7%
All Ordinaries Accumulation Index 3.4% 22.2% 8.7% 9.2% 8.7%
MSCI World Accumulation Index AUD -0.4% 23.8% 13.0% 13.3% 9.4%

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.