SHARE PRICE
NTA POST-TAX
NTA PRE-TAX
INVESTMENT PERFORMANCE1
DIVIDEND YIELD2
CONSECUTIVE DIVIDENDS PAID
1. Investment performance since new mandate adopted 1 July 2017.
2. Dividend yield is based on current displayed share price and dividends declared over the previous 12 months
3. Grossed up yield is based on current displayed share price, dividends declared over the previous 12 months and the tax rate and franking percentage applicable for the most recently declared dividend
SUMMARY
July was another strong month for global share markets and, while it can be tempting to ride the positive momentum, it is important to stick to our fundamental principles.
Deputy portfolio manager, Steven Glass, also appeared on CNBC’s Capital Connection to discuss the team’s reducing exposure to large-cap U.S. growth companies. Watch the interview HERE