Performance
Including reinvested distributions, $100,000 invested in Blue Boat at the fund's commencement is now worth $206,730 (as at 31 December 2025).
| Period | Annualised Return (Net) | Cumulative Return (Net) |
|---|---|---|
| 1 Year | 16.0% | 16.0% |
| 2 Years | 23.3% p.a. | 51.9% |
| 3 Years | 19.4% p.a. | 70.1% |
| 5 Years | 9.7% p.a. | 59.2% |
| Since inception | 8.7% p.a. | 106.7% |
Returns are presented in AUD for each period to 31 March 2025 after all fees and expenses have been deducted. The fund commenced 3 April 2017.
Important Information
Past performance is not a reliable indicator of future performance. This material is not a securities recommendation or an offer or solicitation with respect to the purchase or sale of any securities in any jurisdiction. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should therefore assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances.