Our
Performance
EC Pohl & Co has been managing investments on behalf of our high net worth clients for over 20 years. While portfolio performance may vary due to individual circumstances the illustrative performance of our model ALL CAP Portfolio through time has been:
Performance at | 3 Months | 6 Months | 1 Year | 3 years | 5 Years | 10 Years |
All Cap Portfolio | 13.8% | 21.3% | 30.0% | 20.1% | 18.6% | 17.4% |
ASX All Ordinaries Index | 5.6% | 12.7% | 25.3% | 6.8% | 7.2% | 6.0% |
Out-performance | 8.2% | 8.6% | 4.7% | 13.3% | 11.4% | 11.4% |
EC Pohl manages two listed investment companies, for their specific performance please see their websites:
Flagship Investments Ltd
Global Masters Fund Ltd
EC Pohl also manages an unlisted unit trust - The Global Positive Peace Growth Fund. Read the latest quarterly report here. Commencing in September 2020, the performance of this fund (after fees) is:
Month Ending | NAV |
August 2021 | $1.3545 |
July 2021 | $1.2666 |
June 2021 | $1.2118 |
May 2021 | $1.1088 |
April 2021 | $1.1328 |
March 2021 | $1.0700 |
February 2021 | $1.0770 |
January 2021 | $1.0760 |
December 2020 | $1.0648 |
November 2020 | $1.0380 |
October 2020 | $1.0018 |
September 2020 | $0.9954 |
| WARNINGS AND DISCLOSURES: Investments can go up and down. Past performance is not a reliable indicator of future performance. This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Although every effort has been made to verify the accuracy of the information contained in this material, EC Pohl & Co, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information. |
