Performance

As of 31 July 2025 1
Month
3
Months
6
Months
FY25 1
Year
2
Years
(p.a)
3
Years
(p.a)
Since
Inception
(p.a)
Otira Global Equities Fund 4.3% 13.6% 4.6% 31.1% 28.8% 24.2% 18.3% 11.6%
MSCI World SMID Cap Index 2.8% 10.6% 3.0% 19.3% 13.6% 14.2% 13.9% 10.0%
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  • Performance data is based upon the Unhedged AUD$ returns of the fund.
  • Performance data is calculated after management fees but before performance fees.