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Marcus Today Equity Income SMA Monthly Update – February 2024

March 18, 2024

The Marcus Today Income Equity SMA returned 0.69% for the month of February, underperforming the ASX 200 Industrial Index which returned 3.21% and outperforming the ASX All Ordinaries Index which returned 0.59%, over the same period.

General Advice warning & Investment Disclaimer: Performance quoted represents past performance and does not guarantee future results.

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Marcus Today Growth SMA Monthly Update – February 2024

March 18, 2024

The Marcus Today Growth SMA returned -0.39% for the month of February, underperforming the ASX 300 Accumulation Index and the ASX All Ordinaries Index, which returned 0.98% and 0.59% respectively, over the same period.

General Advice warning & Investment Disclaimer: Performance quoted represents past performance and does not guarantee future results.

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Marcus Today Growth SMA Monthly Update – January 2024

February 16, 2024

The Marcus Today Growth SMA returned 1.4% for the month of January, outperforming the ASX300 Accumulation Index and the ASX All Ordinaries Index, which returned 1.1% and 1.06% respectively, over the same period.

General Advice warning & Investment Disclaimer: Performance quoted represents past performance and does not guarantee future results.

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Marcus Today Equity Income SMA Monthly Update – January 2024

February 16, 2024

The Marcus Today Income Equity SMA returned 1.72% for the month of January, underperforming the ASX 200 Industrial Index which returned 2.99% and outperforming the ASX All Ordinaries Index which returned 1.06%, over the same period.

General Advice warning & Investment Disclaimer: Performance quoted represents past performance and does not guarantee future results.

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Marcus Today Equity Income SMA Monthly Update – December 2023

January 16, 2024

The Marcus Today Income Equity SMA returned 5.7% for the month of December, underperforming the ASX 200 Industrial Index and the ASX All Ordinaries Index which returned 7.02% and 7.29% respectively, over the same period.

General Advice warning & Investment Disclaimer: Performance quoted represents past performance and does not guarantee future results.

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Marcus Today Growth SMA Monthly Update – December 2023

January 16, 2024

The Marcus Today Growth SMA returned 5.64% for the month of December, underperforming the ASX 300 Accumulation Index and the ASX All Ordinaries Index, which returned 7.22% and 7.29% respectively, over the same period.

General Advice warning & Investment Disclaimer: Performance quoted represents past performance and does not guarantee future results.

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Marcus Today Growth SMA Monthly Update – November 2023

December 11, 2023

The Marcus Today Growth SMA returned 4.75% for the month of November, underperforming the ASX 300 Accumulation Index, which returned 5.06% and outperforming the ASX All Ordinaries Index, which returned 4.74%, over the same period.

General Advice warning & Investment Disclaimer: Performance quoted represents past performance and does not guarantee future results.

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Marcus Today Equity Income SMA Monthly Update – November 2023

December 11, 2023

The Marcus Today Income Equity SMA returned 3.23% for the month of November, underperforming the ASX 200 Industrial Index and the ASX All Ordinaries Index which returned 6.3% and 4.74% respectively, over the same period.

General Advice warning & Investment Disclaimer: Performance quoted represents past performance and does not guarantee future results.

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Marcus Today Equity Income SMA Monthly Update – October 2023

November 16, 2023

The Marcus Today Growth SMA returned -3.31% for the month of September, underperforming theASX 300 Accumulation Index, which returned -2.89% and outperforming the ASX All OrdinariesIndex, which returned -3.57% over the same period.

General Advice warning & Investment Disclaimer: Performance quoted represents past performance and does not guarantee future results.