The easiest way for you to assess the effectiveness of StocksInValue.com.au is to look at the performance of Clime Asset Management’s Clime Australian Value Fund – Retail (CAVF), which is the listed unit trust that is managed using this service.
The table below says it all (please note that these figures are annualised, and total performance is the accumulation of these figures over the period stated)…
Annualised Performance to 31 January 2014
|Clime Australian Value Fund – Retail (CAVF)||0.97%||9.65%||7.95%||9.03%||18.27%||7.91%||8.22%|
|ASX All Ordinaries Accumulation Index||10.73%||14.63%||6.97%||7.67%||13.19%||2.89%||5.33%|
Inception Date of Fund: 28 August 2006. Annualised investment performance is AFTER all applicable fees and taxes. Distributions are assumed to have been reinvested. Past performance is no guarantee of future returns.
For more information on Clime Asset Management visit www.clime.com.au
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