Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund)
Do you charge performance fees?
If you invest in the Intelligent Investor Australian Growth Fund there are no performance fees.
If you invest in the Intelligent Investor Australian Growth Fund there are no performance fees.
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As at {{ popupSelectedModel.returnDate | date:'dd MMM yyyy' }} | 1 yr. | 2 yr. | 3 yr. | 4 yr. | SI* p.a |
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Avg of {{ popupSelectedModel.benchmark.peers.peerCount }} Peers | {{ popupSelectedModel.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.benchmark.peers.returns.return2Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.benchmark.peers.returns.return4Year | percentage:2:1:'N/A' }} | N/A |
Excess to Peers | {{ popupSelectedModel.stats.returns.adjReturn1Year && popupSelectedModel.benchmark.peers.returns.return1Year ? popupSelectedModel.stats.returns.adjReturn1Year - popupSelectedModel.benchmark.peers.returns.return1Year : null | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn2Year && popupSelectedModel.benchmark.peers.returns.return2Year ? popupSelectedModel.stats.returns.adjReturn2Year - popupSelectedModel.benchmark.peers.returns.return2Year : null | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn3Year && popupSelectedModel.benchmark.peers.returns.return3Year ? popupSelectedModel.stats.returns.adjReturn3Year - popupSelectedModel.benchmark.peers.returns.return3Year : null | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn4Year && popupSelectedModel.benchmark.peers.returns.return4Year ? popupSelectedModel.stats.returns.adjReturn4Year - popupSelectedModel.benchmark.peers.returns.return4Year : null | percentage:2:1:'N/A' }} | N/A |
Amount invested | Our management fees |
$0 to $100,000 | 0.55% p.a. |
$100,000+ | $550 p.a. capped fees |