Performance

Cameron Harrison prides itself on delivering consistent, repeatable performance.

We focus on the centres and activities where we have demonstrable expertise, experience and insight, and we’re always looking to improve. These core values allow our managers to see beyond the herd view and provide investors with returns they can celebrate.

Our portfolios have historically delivered lower downside capture than the benchmark index. This success comes from diligent application of our process: investing capital to generate sustainable, long-term returns with low risk attributes.

AS AT 31/08/18 1 YEAR 2 YEARS 3 YEARS 5 YEARS AS AT
MULTI-ASSET CLASS
CH Economically Responsible 9.6% 5.9% 6.9% 8.4% 31/08/18
CH Growth Plus 11.5% 6.2% 7.4% 9.6% 31/08/18
CH Income Plus 7.6% 5.7% 6.3% 7.1% 31/08/18
AUSTRALIAN SHARES
CH Australian Equity Strategy 12.1% 2.8% 10.2% 9.4% 31/08/18
CH Australian Small Cap Mainstreet Equity Strategy 11.2% -1.3% 9.9% 9.23% 31/08/18
CH Australian Large Cap Mainstreet Equity Strategy 16.4% 10.0% 11.5% 10.0% 31/08/18
CH Australian Financials Equity Strategy 1.9% 8.7% 7.0% 8.0% 31/08/18
INTERNATIONAL SHARES
CH Anglo-Atlantic Mainstreet Equity Strategy (in AUD) 27.5% 14.4% 8.2% 14.7% 31/08/18
CH UK Mainstreet Equity Strategy (in AUD) 15.5% 4.1% -2.8% 8.74% 31/08/18
CH US Mainstreet Equity Strategy (in AUD) 33.6% 19.2% 14.3% 17.5% 31/08/18
INTEREST BEARING SECURITIES
CH Interest Bearing Securities Strategy 5.4% 5.7% 6.1% 5.4% 31/08/18
PROPERTY
CH Listed Property Strategy 19.4% 13.3% 17.5% 15.0% 31/08/18
This performance data is provided for information purposes only. While every effort has been made to ensure the accuracy of the information on this page, its accuracy, reliability and completeness is not guaranteed. Past performance should not be relied on as a guarantee of future performance. Except for liability that cannot be excluded by law, Cameron Harrison, its directors and employees disclaim all liability for any error or inaccuracy in, misstatement or omission from, the information contained in this article or any loss or damage suffered, directly or indirectly by the reader or any other person as a consequence of relying on this information. Cameron Harrison, its directors and employees may have holdings in securities named in this article; however, Cameron Harrison does not consider these holdings to be sufficiently material to compromise recommendations or advice.

Cameron Harrison Asset Management (Cameron Harrison) commenced operations in January 2012. The investment strategy and portfolio decision making, and hence resulting investment performance of Cameron Harrison is under the control of Paul Ashworth and John Clark (CH Managers). A reference to past investment performance for any period that pre-dates the commencement of Cameron Harrison is to the published investment performance results derived by an Australian public offer superannuation fund, wholesale Australian equity fund, wholesale United States equity fund, or wholesale United Kingdom equity fund, as the context states (Prior Funds), which were operated over the relevant period with Paul Ashworth and John Clark then acting as executive directors and responsible for investment strategy and portfolio decision making of the Prior Funds. The financial service now provided by Cameron Harrison may not correlate exactly with the Prior Funds for which investment performance predating Cameron Harrison is quoted, and there is no connection between Cameron Harrison and the Prior Funds other than the common involvement of the CH Managers. It should NOT be assumed that, hypothetically, if Cameron Harrison had been operating over the relevant period under the leadership of the CH Managers, Cameron Harrison would have achieved the same performance as was actually achieved by the Prior Funds as relevantly quoted.

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