Track record since inception in January 2022, net of all fees and expenses.
Hypothetical growth of $100,000 invested at inception compared to the ASX Small Ordinaries Index.
Net returns after all fees and expenses as at 31 December 2025.
| Period | Azimuth Capital | ASX Small Ords | Outperformance |
|---|
Past performance is not a reliable indicator of future performance. Returns are calculated net of management fees and performance fees.
| Year | Azimuth Capital | ASX Small Ords | Outperformance |
|---|
* 2022 returns are from fund inception (January 2022) and represent a partial year.
Latest insights from our portfolio management team as at --.
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| Inception Date | |
| Benchmark | |
| Management Fee | |
| Performance Fee |
Returns Calculation: All returns are calculated net of management and performance fees, with income reinvested.
Benchmark: S&P/ASX Small Ordinaries Accumulation Index (XSOAI). The benchmark is shown for comparison purposes only.
Inception Date: Returns prior to fund inception represent backtested model performance and may not reflect actual trading costs or market impact.
Risk Metrics: Calculated using monthly returns since inception. Sharpe Ratio assumes a risk-free rate based on the RBA cash rate.
Past performance is not a reliable indicator of future performance. This information is provided for general purposes only and does not constitute financial advice.
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