What are the performances of the SMA Growth Fund and the SMA Income Fund?

Over a 1 year period, 3 year period and since inception, the historical performances are as follows:

Growth SMA

  • 1 year: +5.06% vs S&P/ASX 300 Accumulation Index -9.96%
  • 3 year: +7.16% pa vs S&P/ASX 300 Accumulation Index +4.94% pa
  • Inception: +6.15% pa vs S&P/ASX 300 Accumulation Index 6.06% pa

28th NOV 2020 - Marcus Today Growth SMA

Income SMA

  • 1 year: -13.14% vs S&P/ASX 200 Industrials Total Return Index -11.7%
  • 3 year: -2.45% pa vs S&P/ASX 200 Industrials Total Return Index +3.31% pa
  • Inception: -1.13% pa vs S&P/ASX 200 Industrials Total Return Index +4.53% pa

28th NOV 2020 - Marcus Today Income SMA