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Investment Performance

Our track record shows strong relative investment returns over the long term. A summary of our performance as at 30 April 2017 appears in the tables below:

Celeste Australian Small Companies Fund

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Celeste Australian Small

Companies Fund

S&P/ASX Small Ordinaries

Accumulation Index

1 month %

  -0.1%

  -0.2%

3 months %

   4.1%

   3.7%

6 months %

   5.5%

   3.6%

1 year %

 24.8%

 10.0%

2 years % pa

 14.8%

   7.6%

3 years % pa

   6.8%

   6.8%

5 years % pa

   5.1%

   2.4%

7 years % pa

   5.7%

   2.1%

10 years % pa

   3.8%

  -1.3%

Since inception % pa

 14.0%

   5.3%

 

 

 

 

 

 









Total returns have been calculated using redemption prices after deducting all fees and charges and assuming reinvestment of income. Celeste Funds Management Limited ABN 78 098 628 605 does not guarantee the repayment of capital or the performance of the Funds or any particular rate of return from the Funds. Past performance is not necessarily indicative of future performance.