Fund Performance
As at 31 July 2025 | Fund inception 28 October 1998
|
Global Companies Fund |
Inception Date | Exit price ($.cum) | 1 Month | 3 Months | 1 Year | 3 Years pa | 5 Years pa | 7 Years pa | 10 Years pa |
Since Inception pa |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund performance | 10-1998 | 8.7283 | 3.5% | 13.7% | 22.5% | 25.7% | 25.3% | 16.1% | 13.1% | 10.9% |
| MSCI World Net Total Return Index (AUD)* | 3.1% | 11.2% | 17.4% | 19.0% | 16.3% | 13.6% | 12.1% | 7.0% |
Growth of AUD $100,000
As at 31 July 2025 | Fund inception 28 October 1998
IMPORTANT INFORMATION
Calculations are based on exit price with distributions reinvested, after ongoing fees and expenses but excluding individual tax. Fund Inception 28 October 1998.
These figures represent past performance only. No guarantees exist of future returns above or below these figures. Past performance is no indication of future performance. Neither PM Capital Limited nor any other person makes any representation as to the future performance or success of, the rate of income or capital return from, recovery of money invested in, or income tax or other taxation consequences of, any investment in the trusts shown on this site.
* The MSCI World Net Total Return Index (AUD) in Australian dollars, net dividends reinvested.