About
Performance
Years of Experience
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 31 August 2023 | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|
| All Cap Portfolio | 10.5% | 8.9% | 13.3% | 6.6% | 10.0% | 12.1% |
| ASX All Ordinaries Index | 3.4% | 0.8% | 4.0% | 6.4% | 3.2% | 3.9% |
| Out-performance | 7.1% | 8.1% | 8.3% | 0.2% | 6.8% | 8.2% |
EC Pohl manages two listed investment companies, for their specific performance please see their websites:
Unlisted Unit Trust
EC Pohl & Co manages an unlisted unit trust – The Global Positive Peace Growth Fund. The fund provides exposure to globally listed growth companies identified using the same investment process as the Australian portfolios. To learn more about the fund, read the latest quarterly report here. Commencing in September 2020, the performance of this fund (before fees) is:
| Performance at 31 August 2023 | 3 Months | 6 Months | 1 Year | 2 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|
| GPPGF Portfolio | 12.2% | 29.7% | 32.7% | 0.3% | N/A | N/A |
| MSCI World Index in AUD | 6.7% | 14.3% | 20.4% | 3.6% | N/A | N/A |
| Outperformance | 5.5% | 15.4% | 12.3% | -3.3% | – | – |
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.
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EC Pohl & Co is a funds management firm, selecting quality companies and building high-conviction long-term investment portfolios for sophisticated investors.
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(ACN 154 399 916 / AFSL 421704)
