Returns

The Grosset Gaia Fund is currently more than 90% invested in Australian equities

The following returns are indicative and have not been audited.

Major Stockholdings

Telstra Ltd (TLS.AX) – Telecommunication
Macquarie Ltd (MQG.AX) – Financial
Coventry Group (CYG.AX) – Manufacturing

Financial year to date (as at end March 2021) net return 23.38%
Benchmark: STW SPDR S&P200 for the same period 20.58%

Since Inception in August 2011 the Fund has returned 12.87% p.a
Benchmark for the same period: STW SPDR S&P200 7.31% p.a