Returns

The Grosset Gaia Foundation is currently more than 95% invested in Australian equities.

The following returns stated are indicative for the period above and have not been audited.

Major Stockholdings

Equities
– ANZ Group (ANZ.AX -Financial Services
– Telstra Ltd- (TLS.AX) – Communication Services
– Macquarie Ltd – (MQG.AX) – Financial Services
– Coventry Group – (CYG.AX) – Manufacturing Services
– Genex Power Ltd – (GNX.AX) – Alternative Power generation

12 months to date (as at 30/06/2023) Gross return 13.50% p.a.
Benchmark for the same period: STW:SPDR S&P200 Net Return 9.41% p.a.

Since Inception in August 2011 the fund has returned Gross Return 9.74% p.a.
Benchmark for the same period: STW:SPDR S&P200 Net Return 6.83% p.a.