Investment Performance


MSCI World Index

32.0% (+1.1%)
-13.1% (+6.5%)
19.5% (+0.5%)
% (%)
XXX% (XX.X% p.a.)

Cernemos Portfolio

33.1%
-6.6%
20.0%
%
XXX% (XX.X% p.a.)

2021
2022
2023
2024


2021
2022
2023
2024

2021
2022
2023
2024

Please note that performance represents the actual return of a portfolio which represents the Cernemos model portfolio before fees and taxes. Individual client performance will differ due to any variation between each Cernemos client portfolio and the model portfolio, including the timing of investments and other individual client considerations. The numbers in brackets indicate the performance of the Cernemos model portfolio relative to the ASX 200 Total Return and MSCI World Index, respectively.

ASX 200 Total Return

17.2% (+15.9%)
-1.1% (-5.5%)
12.4% (+7.6%)
% (%)
XXX% (X.X% p.a.)


Cernemos Global Mid-Cap Equity Portfolio

The portfolio below is available to clients, employees and friends of Cernemos for the purposes of:

  • Highlighting the areas of expertise for research services;

  • Sharing investment ideas and receiving feedback on investment theses;

  • Promoting internal honesty in the success or failure of various investments.

Please click here to see the portfolio.