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2018 ETF & LIC Performance Report

Volatility returned with a vengeance in late 2018. A sharp selloff in early 2018 and a more savage selloff in late 2018 saw only 33% of ETFs and LICs reporting positive performance (including dividends). We take a look at winners and losers in 2018.

By ETF Watch - Jan 11, 2019

Volatility returned with a vengeance in late 2018. In our 2017 reflection post, we talked about 2017 being one of the least volatile on record, with 86% of ETFs & LICs in Australia recording postive performance. A sharp selloff in early 2018 and a more savage selloff in late 2018 saw that number reverse, with only 33% of ETF and LICs reporting positive performance (including dividends). Where 50% of funds reported double digit growth in 2017, just 4% recorded this sort of growth in 2018. Investors who came out of 2018 with their capital preserved did well and investors who managed some growth did exceptional.

Below we have listed the performance of all of the ETFs and LICs that we follow at ETF Watch. Only funds which were available on 1 January 2017 have been included, which means the 36 ETFs and LICs launched in the last 12 months are not included below.

The leaderboard includes a mixed bag of niche and thematic funds, as some sub-sectors managed to return positive performance. At the top of the leaderboard is ETFS Physical Palladium (ETPMPD), a tiny fund investing in the reasonably unknown commodity that is commonly used in automotive engines, this is follwed by small LIC NGE Capital Limited (NGE), thanks to their successful bet on vacuum retailer Godfreys early in 2018. Funds with US dollar focus performed well as the Australian dollar fell by over 10% against the US doillar over the course of the year. This saw leveraged US dollar play Betashares Strong US Dollar Fund (YANK), and unleveraged options USD and ZUSD provide double digit returns. The strong dollar also helped MFF Capital and their overweight position to US stocks. Despite the technology selloff in late 2018, the strong performance of tech stocks in the first half of the year saw TECHHACK and NDQ all perform well.

The rear of the pack was filled with a number of underperforming LICs, leveraged ETFs & currency hedged ETFs, who did not benefit from the tailwinds of the falling Australian dollar.

TickerFund NameFund Type2018 Price Growth2018 Income Yield2018 Total Perfor- manceFranked dividends2017 total perfor- mance2016 total perfor- mance
ETPMPDETFS Physical PalladiumETF32.72%0.00%32.72%0.00%35.15%29.73%
NGENGE Capital LimitedLIC26.09%0.00%26.09%0.00%N/AN/A
YANKBetaShares Strong U.S. Dollar Fund (hedge fund)ETF19.42%3.33%22.75%0.00%N/AN/A
MFFMFF Capital Investments LimitedLIC14.93%1.36%16.29%100.00%16.15%-7.62%
TECHETFS Morningstar Global Technology ETFETF6.20%6.45%12.65%0.62%N/AN/A
HACKBetaShares Global Cybersecurity ETFETF6.22%5.47%11.69%0.00%9.07%N/A
USDBetaShares U.S. Dollar ETFETF10.75%0.84%11.59%0.00%-7.19%0.45%
ZUSDETFS Physical US Dollar ETFETF10.77%0.52%11.29%0.00%-6.73%-0.28%
IXJiShares Global Healthcare ETFETF10.42%0.71%11.13%0.00%12.01%-6.56%
ETPMPMETFS Physical Precious Metal BasketETF10.37%0.00%10.37%0.00%7.01%10.82%
AEGAbsolute Equity Performance Fund LtdLIC5.24%4.29%9.52%100.00%7.50%-18.70%
NDQBetashares NASDAQ 100ETF8.59%0.56%9.15%0.00%21.80%7.05%
PMGOLDPerth Mint GoldETF8.87%0.00%8.87%0.00%2.92%10.65%
BBOZBetaShares Australian Equities Strong Bear (Hedge Fund)ETF8.71%0.00%8.71%0.00%-20.34%-26.17%
MOATVaneck Vectors Morningstar Wide Moat ETFETF6.94%1.57%8.51%0.00%13.66%22.40%
GOLDETFS Physical GoldETF8.35%0.00%8.35%0.00%3.34%9.73%
MGEMagellan Global Equities FundETF4.95%3.17%8.12%0.00%15.36%2.64%
ETHIBetaShares Global Sustainability Leaders ETFETF5.13%1.96%7.09%0.00%N/AN/A
BBUSBetashares US Eq Strong Bear Hedged FundETF7.01%0.00%7.01%0.00%-36.61%-27.91%
MVAVanEck Vectors Australian Property ETFETF1.65%4.78%6.43%1.05%8.67%10.70%
FGGFuture Generation Global Investment Company LimitedLIC5.56%0.79%6.35%0.00%19.25%-8.12%
COREETFS Global Core Infrastructure ETFETF3.40%2.75%6.15%0.00%N/AN/A
MXTMCP Master Income TrustLIC0.96%5.06%6.02%0.00%N/AN/A
CBCCBG CapitalLIC2.27%3.52%5.80%100.00%5.91%-6.74%
WGFWatermark Global Leaders Fund LimitedLIC4.86%0.81%5.68%50.00%-13.15%-13.15%
LSXLion Selection Group LimitedLIC5.56%0.00%5.56%0.00%-14.29%140.00%
FSIFlagship Investments LimitedLIC0.61%4.73%5.34%100.00%5.71%18.77%
WVOLiShares Edge MSCI World Minimum Volatility ETFETF0.89%4.38%5.26%0.90%14.74%N/A
IGBIShares UBS Treasury ETFETF3.07%2.09%5.15%0.00%2.94%1.87%
DJRESPDR Dow Jones Global Real Estate FundETF0.44%4.22%4.66%0.13%-0.80%3.17%
BONDSPDR S&P/ASX Australian Bond FundETF1.95%2.67%4.62%0.00%3.47%1.45%
RGBRussell Australian Government Bond ETFETF2.62%1.93%4.55%0.00%3.03%3.09%
VGBVanguard Australian Government Bond Index ETFETF1.75%2.80%4.54%0.00%3.02%2.67%
VAFVanguard Australian Fixed Interest IndexETF1.66%2.86%4.52%0.00%3.26%1.41%
POUBetaShares British Pound ETFETF4.06%0.41%4.47%0.00%1.19%-16.74%
IVViShares Core S&P 500ETF3.23%1.16%4.38%0.00%12.34%11.73%
GOVTSPDR S&P/ASX Australian Government Bond FundETF2.23%2.06%4.29%0.00%3.37%2.07%
FGXFuture Generation Investment Fund LimitedLIC0.43%3.85%4.27%100.00%4.12%3.88%
BEARBetaShares Australian Equities Bear (Hedge Fund)ETF4.21%0.00%4.21%0.00%-8.38%-10.86%
IAFiShares UBS Composite Bond ETFETF1.79%2.32%4.12%0.00%3.34%2.46%
EEUBetaShares Euro ETFETF4.03%0.00%4.03%0.00%4.93%-3.34%
VTSVanguard US Total Market Shares IndexETF2.33%1.65%3.97%0.00%11.77%12.48%
SPYSPDR S&P 500 ETF TrustETF2.76%1.21%3.97%0.00%10.67%12.27%
PLUSVanEck Vectors Australian Corporate Bond Plus ETFETF0.34%3.49%3.83%0.00%N/AN/A
UMAXBetashares S&P500 Yield Maximiser Fund (Managed Fund)ETF-1.41%4.92%3.51%0.00%6.97%7.39%
VAPVanguard Australian Property Securities Index ETFETF-4.54%7.96%3.42%0.02%5.98%12.65%
VACFVanguard Australian Corporate Fixed Interest Index ETFETF0.91%2.47%3.38%0.00%5.09%N/A
QUALVanEck Vectors MSCI World Ex-Australia ETFETF1.44%1.89%3.33%0.00%15.77%4.93%
ILBiShares UBS Government Inflation ETFETF2.24%0.93%3.17%0.00%2.86%0.59%
QREBeta Shares S&P/ASX 200 Resources Sector ETFETF1.79%1.29%3.08%24.07%24.70%40.53%
IOOIShares Global 100 ETFETF1.98%1.09%3.07%0.00%14.32%8.18%
ZYUSETFS S&P 500 High Yield Low Volatility ETFETF-2.77%5.79%3.02%0.00%2.38%19.75%
RSMRussell Australian Semi-Government Bond ETF ETF1.02%1.99%3.01%0.00%2.46%2.02%
OZRSPDR S&P/ASX 200 Resources FundETF-0.30%3.17%2.87%94.71%25.16%40.57%
RCBRussell Australian Select Corporate Bond ETFETF-0.10%2.93%2.83%0.00%3.64%3.69%
SLFSPDR S&P/ASX 200 Listed Property FundETF-5.58%8.35%2.77%0.61%4.73%12.35%
RENTAMP Capital Global Property Securities Fund (unhedged) (managed fund)ETF1.24%1.49%2.73%0.00%4.06%N/A
VIFVanguard International Fixed Interest (Hedged) ETFETF0.46%1.96%2.42%0.00%2.10%4.76%
DRUGBetaShares Global Healthcare ETF – Currency HedgedETF-1.26%3.62%2.36%0.00%19.10%N/A
FLOTVaneck Vectors Australian Floating Rate ETFETF-0.08%2.25%2.17%0.00%N/AN/A
ISECiShares Enhanced Cash ETFETF0.06%1.97%2.03%0.00%N/AN/A
AAABetashares Australian High Interest Cash ETFETF-0.02%2.03%2.01%0.00%2.03%2.18%
HBRDBetaShares Active Australian Hybrids Fund (managed fund)ETF-1.38%3.32%1.94%39.32%N/AN/A
FAIRBetaShares Australian Sustainability Leaders ETFETF0.66%1.25%1.91%0.02%N/AN/A
BILLiShares Core Cash ETFETF0.06%1.83%1.89%0.00%N/AN/A
WDIVSPDR S&P Global Dividend FundETF-5.28%7.15%1.86%0.23%6.98%14.25%
MGGMagellan Global TrustLIC0.00%1.83%1.83%0.00%N/AN/A
QPONBetaShares Australian Bank Senior Floating Rate Bond ETFETF-0.82%2.61%1.79%0.00%N/AN/A
MONYUBS IQ Cash ETFETF0.00%1.77%1.77%0.00%N/AN/A
WAXWAM Research LimitedLIC-4.58%6.21%1.63%100.00%4.18%27.13%
GC1Glennon Small Companies LimitedLIC-3.12%4.17%1.04%100.00%2.04%0.74%
AMHAMCILLIC-3.93%4.78%0.84%0.00%-1.60%8.94%
QMIXSPDR MSCI World Quality Mix FundETF-1.86%2.68%0.82%1.61%13.83%9.63%
AYFAustralian Enhanced Income FundLIC-4.92%5.74%0.82%42.58%8.40%11.28%
VDCOVanguard Diversified Conservative Index ETFETF-0.36%1.03%0.68%26.93%N/AN/A
VBNDVanguard Global Aggregate Bond Index (Hedged) ETFETF-0.63%1.26%0.63%0.00%N/AN/A
VGSVanguard MSCI Index International SeriesETF-2.04%2.61%0.57%0.00%13.31%7.31%
IJRiShares Core S&P SmallCap 600ETF-0.33%0.82%0.49%0.00%4.75%25.66%
UBWUBS IQ MSCI World ex Australia Ethical ETFETF-1.57%1.99%0.43%0.00%13.25%7.26%
WXOZSPDR S&P World Ex Australia FundETF-2.16%2.50%0.34%0.00%14.16%7.26%
WRLDBetashares Managed Risk Global Share FundETF-1.36%1.56%0.20%0.00%11.90%5.83%
ETPMAGETFS Physical SilverETF0.10%0.00%0.10%0.00%-4.08%17.57%
AFIAustralian Foundation Investment Company (AFIC)LIC-3.85%3.85%0.00%100.00%12.50%0.84%
HMLHenry Morgan LimitedLIC0.00%0.00%0.00%0.00%45.03%N/A
VG1VGI Partners Global Investments LimitedLIC0.00%0.00%0.00%0.00%N/AN/A
WQGWCM Global Growth LimitedLIC0.00%0.00%0.00%0.00%N/AN/A
ILCiShares S&P/ASX 20 ETFETF-4.79%4.75%-0.04%84.59%6.49%8.07%
VDBAVanguard Diversified Balanced Index ETFETF-1.27%1.20%-0.07%37.19%N/AN/A
QUSBetashares FTSE RAFI US 1000 ETFETF-3.22%3.15%-0.07%0.00%6.70%12.79%
IBCIronbark Capital LimitedLIC-3.85%3.75%-0.10%100.00%14.47%2.92%
VCFVanguard International Credit Securities Index (Hedged) ETFETF-3.87%3.65%-0.22%0.00%4.70%5.67%
IWLDiShares Core MSCI World All Cap ETFETF-2.56%2.31%-0.25%0.00%12.29%N/A
ITWiShares MSCI Taiwan ETFETF-0.28%0.00%-0.28%0.00%15.65%18.06%
MIRMirrabooka InvestmentsLIC-4.91%4.53%-0.38%100.00%-6.06%20.93%
MOGLMontgomery Global Equities Fund (Managed Fund)ETF-5.17%4.77%-0.40%0.00%N/AN/A
UBUUBS IQ MSCI USA Ethical ETFETF-2.07%1.65%-0.42%0.00%12.03%11.32%
GROWSchroder Real Return Fund (Managed Fund)ETF-4.04%3.38%-0.66%0.00%5.06%N/A
VDGRVanguard Diversified Growth Index ETFETF-2.71%1.99%-0.72%32.38%N/AN/A
GLINAMP Capital Global Infrastructure Securities Fund (unhedged) (managed fund)ETF-3.35%2.46%-0.88%0.00%7.69%N/A
ALIArgo Global Listed Infrastructure LimitedLIC-2.90%1.98%-0.92%66.67%15.22%-2.57%
UBAUBS IQ MSCI Australia Ethical ETFETF-5.29%4.35%-0.94%81.12%10.57%11.54%
DUIDiversified United InvestmentLIC-4.70%3.71%-0.99%100.00%19.23%7.04%
MVRVanEck Vectors Australian Resources ETFETF-3.39%2.39%-1.00%39.68%28.48%41.17%
MHGMagellan Global Equities Fund Currency Hedged (Managed Fund)ETF-5.23%3.92%-1.31%0.00%23.41%4.05%
BSTBarrack St Investments LimitedLIC-4.86%3.51%-1.35%100.00%3.26%-5.03%
MICHMagellan Infrastructure Fund (Currency Hedged) (Managed Fund)ETF-3.24%1.80%-1.44%0.00%17.97%N/A
IHCBiShares Global Corporate Bond ETF (Hedged)ETF-4.50%3.02%-1.48%0.00%5.54%5.85%
IXIiShares Global Consumer Staples ETFETF-2.55%0.96%-1.59%0.00%8.12%1.04%
VLCVanguard MSCI Australian Large Companies IndexETF-6.06%4.45%-1.61%79.64%6.83%9.60%
SFYSPDR S&P/ASX 50 FundETF-6.45%4.72%-1.73%72.13%8.84%9.91%
GDXVanEck Vectors Gold Miners ETFETF-2.18%0.41%-1.77%0.00%-0.53%61.74%
MVOLiShares Edge MSCI Australia Minimum Volatility ETFETF-8.50%6.65%-1.86%25.49%12.98%N/A
CAMClime Capital LimitedLIC-6.08%4.14%-1.93%100.00%8.41%6.06%
IHHYiShares Global High Yield Bond (Hedged) ETFETF-6.93%4.85%-2.07%0.00%6.51%14.43%
VDHGVanguard Diversified High Growth Index ETFETF-4.46%2.37%-2.08%35.26%N/AN/A
UBJUBS IQ MSCI Japan Ethical ETFETF-3.83%1.58%-2.25%0.00%13.35%4.84%
WMKWatermark Market Neutral Fund LimitedLIC-5.14%2.86%-2.29%100.00%-11.85%14.87%
IFRAVanEck Vectors FTSE Global Infrastructure (Hedged) ETFETF-6.12%3.80%-2.33%0.48%14.13%N/A
ACQAcorn Capital Investment Fund LimitedLIC-7.79%5.37%-2.42%100.00%11.74%27.41%
WEMGSPDR S&P Emerging Markets FundETF-5.09%2.40%-2.69%0.00%26.72%8.63%
STWSPDR S&P/ASX 200 FundETF-6.98%4.22%-2.76%75.98%11.29%11.32%
IOZiShares S&P/ASX 200 ETFETF-6.78%3.96%-2.82%65.75%11.22%11.20%
ARGArgo InvestmentsLIC-6.77%3.87%-2.89%100.00%13.14%-2.94%
VASVanguard Australian Shares IndexETF-7.38%4.48%-2.90%59.65%11.46%10.83%
FDIVVanEck Vectors S&P/ASX  Franked Dividend ETFETF-8.51%5.60%-2.91%85.76%5.51%N/A
QAUBetaShares Gold Bullion ETF – Currency HedgedETF-2.97%0.00%-2.97%0.00%10.34%9.52%
CYACentury AustraliaLIC-7.25%4.24%-3.02%100.00%9.01%14.55%
IJHiShares Core S&P MidCap 400ETF-4.10%1.02%-3.08%0.00%7.23%20.26%
EGDEvans & Partners Global Disruption FundLIC-5.26%2.11%-3.16%0.00%N/AN/A
YMAXBetaShares Australian Top 20 Equity Yield Maximiser FundETF-11.58%8.32%-3.27%49.06%5.99%6.04%
GFLGlobal Masters FundLIC-3.27%0.00%-3.27%0.00%37.18%12.23%
AUMFiShares Edge MSCI Australia Multifactor ETFETF-10.83%7.35%-3.49%25.13%19.24%N/A
TGGTempleton Global GrowthLIC-9.19%5.65%-3.53%100.00%19.18%3.25%
WAMWAM CapitalLIC-10.00%6.46%-3.54%100.00%5.81%20.52%
QOZBetaShares FTSE RAFI Australia 200 ETFETF-9.57%5.96%-3.61%29.63%10.90%17.16%
IZZiShares China Large-Cap ETFETF-4.66%1.02%-3.64%0.00%24.69%1.45%
WDMFiShares Edge MSCI World Multifactor ETFETF-6.86%3.19%-3.66%0.40%21.41%N/A
CLFConcentrated Leaders Fund LimitedLIC-8.27%4.53%-3.74%100.00%N/AN/A
AUSTBetashares Managed Risk Australian Share FundETF-8.16%4.41%-3.74%54.18%9.19%5.77%
MVWVanEck Vectors Australian Equal Weight ETFETF-6.55%2.71%-3.84%35.95%15.11%17.63%
MLTMilton CorporationLIC-7.91%4.06%-3.85%100.00%11.63%-0.74%
RARIRussell Australian Responsible Investment ETFETF-9.76%5.86%-3.90%43.40%8.95%8.74%
CVFContrarian Value Fund LimitedLIC-11.50%7.52%-3.98%100.00%26.74%N/A
PIAPengana International Equities LimitedLIC-10.17%5.93%-4.24%100.00%2.04%N/A
PL8Plato Income Maximiser LimitedLIC-8.72%4.45%-4.27%97.86%N/AN/A
WLEWAM Leaders LimitedLIC-8.62%4.31%-4.31%100.00%3.48%N/A
KATKatana CapitalLIC-6.83%2.47%-4.36%76.56%13.79%-3.13%
ETPMPTETFS Physical PlatinumETF-4.45%0.00%-4.45%0.00%-6.98%5.17%
IVEiShares MSCI EAFE ETFETF-6.01%1.50%-4.52%0.00%15.91%0.08%
AUIAustralian United InvestmentLIC-8.62%4.02%-4.60%100.00%17.71%8.38%
IAAiShares Asia 50 ETFETF-5.02%0.38%-4.64%0.00%34.14%11.98%
EX20BetaShares Australian Ex-20 Portfolio Diversifier ETFETF-9.36%4.43%-4.93%10.28%19.51%N/A
MVSVanEck Vectors Small Cap Dividend Payers ETFETF-8.27%3.29%-4.98%32.64%15.04%12.26%
CINCarlton InvestmentsLIC-8.68%3.63%-5.05%100.00%9.05%-3.24%
VAEVanguard FTSE Asia ex Japan Shares Index ETFETF-7.76%2.70%-5.06%0.00%28.88%5.86%
WAAWAM ActiveLIC-10.09%5.00%-5.09%100.00%5.75%10.28%
IJPiShares MSCI Japan ETFETF-5.70%0.60%-5.10%0.00%14.97%4.20%
ZYAUETFS S&P/ASX 300 High Yield Plus ETFETF-10.78%5.65%-5.12%49.89%10.74%22.72%
AYKAustralian Masters Yield Fund No 4 LimitedLIC-54.28%49.01%-5.27%100.00%-15.84%-15.34%
UBEUBS IQ MSCI Europe Ethical ETFETF-8.01%2.70%-5.30%0.00%16.63%-2.54%
IHOOiShares Global 100 AUD HedgedETF-12.77%7.33%-5.45%0.00%19.38%11.29%
VGEVanguard FTSE Emerging Markets SharesETF-7.22%1.70%-5.53%0.00%20.79%11.19%
VEUVanguard All-World EX US Shares IndexETF-7.68%2.12%-5.56%0.00%17.20%4.20%
IEMiShares MSCI Emerging Markets ETFETF-6.13%0.48%-5.65%0.00%25.63%11.42%
PICPerpetual Investment CompanyLIC-11.06%5.36%-5.70%100.00%23.43%4.41%
HVSTBetaShares Australian Dividend Harvester Fund (Managed Fund)ETF-15.11%9.23%-5.88%72.65%-8.82%7.68%
SYISPDR MSCI Australia Select High Dividend Yield FundETF-11.57%5.66%-5.91%81.19%6.45%11.86%
MVBVanEck Vectors Australian Banks ETFETF-8.18%2.18%-6.00%80.75%4.31%8.05%
GVFGlobal Value Fund LimitedLIC-11.54%5.38%-6.15%60.00%10.09%15.69%
VEQVanguard FTSE Europe Shares ETFETF-8.79%2.61%-6.18%0.00%17.24%-2.99%
IHEBiShares J.P. Morgan USD Emerging Markets Bond (AUD Hedged) ETFETF-10.62%4.28%-6.34%0.00%9.61%9.94%
IEUIShares Europe ETFETF-8.16%1.74%-6.42%0.00%15.75%-1.55%
IHVViShares S&P 500 AUD HedgedETF-9.37%2.90%-6.48%0.00%21.60%11.82%
PIXXPlatinum International Fund (Quoted Managed Hedge Fund)ETF-18.30%11.80%-6.50%0.00%N/AN/A
QAGBetaShares Agricultural ETF – Currency Hedged (Synthetic)ETF-6.59%0.00%-6.59%0.00%-12.50%-2.97%
AYZAustralian Masters Yield Fund Number 5LIC-27.49%20.74%-6.75%100.00%-16.62%-6.37%
MVEVanEck Vectors S&P/ASX  MidCap ETFETF-9.18%2.32%-6.86%39.90%21.48%50.06%
DJWDjerriwarrh InvestmentsLIC-12.50%5.56%-6.94%100.00%0.53%-6.51%
SWTZSwitzer Dividend Growth Fund (Managed Fund)ETF-10.73%3.70%-7.03%100.00%N/AN/A
VHYVanguard Australian Shares High Yield ETFETF-14.79%7.73%-7.06%50.56%9.42%10.16%
SNCSandon Capital Investments LimitedLIC-14.36%7.18%-7.18%100.00%6.09%18.24%
ETFUBS IQ Morningstar Australia Quality ETFETF-11.04%3.82%-7.22%63.12%13.35%4.46%
VSOVanguard MSCI Australian Small Companies IndexETF-9.25%2.01%-7.25%39.27%17.00%15.53%
AGMAustralian Governance & Ethical Index FundLIC-14.51%7.25%-7.25%35.71%N/AN/A
UBPUBS IQ MSCI Asia APREX 50 Ethical ETFETF-8.48%1.03%-7.45%0.00%36.59%6.26%
PAIPlatinum Asia Investments LimitedLIC-15.42%7.91%-7.51%100.00%36.36%-9.22%
EGFEvans & Partners Global Flagship FundLIC-32.38%24.85%-7.53%0.00%N/AN/A
MNRSBetashares Global Gold Miners ETF – Currency HedgedETF-7.67%0.00%-7.67%0.00%-0.87%-0.87%
PAXXPlatinum Asia Fund (Quoted Managed Hedge Fund)ETF-27.26%19.49%-7.77%0.00%N/AN/A
ESTXETFS EURO STOXX 50® ETFETF-11.48%3.68%-7.79%0.00%18.39%N/A
VGADVanguard MSCI Index International Series (Hedged)ETF-9.84%2.01%-7.83%0.00%19.09%9.94%
IHWLiShares Core MSCI World All Cap (AUD Hedged) ETFETF-10.10%2.11%-7.99%0.00%18.96%N/A
PMCPlatinum Capital LimitedLIC-13.12%4.95%-8.17%100.00%32.92%-12.37%
WXHGSPDR S&P World Ex Australia (Hedged) FundETF-10.58%2.27%-8.31%0.00%19.70%9.09%
SMLLBetaShares Australian Small Companies Select Fund (managed fund)ETF-13.20%4.83%-8.37%16.51%N/AN/A
PGFPM Capital Global Opportunities Fund LimitedLIC-11.38%2.93%-8.46%100.00%28.98%0.00%
BKIBKI Investment Company LimitedLIC-12.68%4.22%-8.46%100.00%11.26%0.74%
ISOiShares S&P/ASX Small Ordinaries ETFETF-10.30%1.80%-8.50%35.33%19.08%11.94%
DMKTAMP Capital Dynamic Markets Fund (Hedge Fund)ETF-11.57%2.74%-8.82%0.00%5.42%N/A
WICWestoz Investment Company LimitedLIC-13.92%5.06%-8.86%50.00%27.69%21.76%
RDVRussell High Dividend Australian Shares ETFETF-15.16%6.29%-8.87%67.30%9.53%9.19%
WMIWAM Microcap LimitedLIC-13.01%4.11%-8.90%100.00%N/AN/A
ALFAustralian Leaders Fund LimitedLIC-11.01%1.83%-9.17%100.00%-19.03%10.75%
QFNBeta Shares S&P/ASX 200 Financials Sector ETFETF-13.24%4.00%-9.24%64.94%4.38%6.51%
OZFSPDR S&P/ASX 200 Financials ex A-REITS FundETF-13.60%4.33%-9.27%89.50%4.46%6.25%
EAIEllerston Asian InvestmentsLIC-10.36%0.90%-9.46%0.00%27.59%-9.38%
KIIK2 Global Equities Fund (Hedge Fund)ETF-9.71%0.00%-9.71%0.00%18.80%-5.26%
SSOSPDR S&P/ASX Small Ordinaries FundETF-12.07%2.31%-9.76%64.22%19.83%12.72%
WHFWhitefieldLIC-13.73%3.84%-9.89%100.00%17.50%3.00%
IHDiShares S&P/ASX Dividend Opportunities Fund ETFETF-15.19%5.15%-10.04%69.63%8.30%6.47%
QCBBetaShares Commodities Basket ETF – Currency Hedged (Synthetic)ETF-18.38%8.05%-10.33%0.00%3.29%4.69%
FUELBetaShares Global Energy Companies ETF – Currency HedgedETF-12.77%2.38%-10.39%0.00%2.63%N/A
SECSpheria Emerging Companies LimitedLIC-12.63%2.02%-10.61%100.00%N/AN/A
NACNAOS Absolute Opportunities Company LimitedLIC-15.64%4.98%-10.66%100.00%-3.91%19.15%
HEURBetaShares WisdomTree Europe ETF – Currency HedgedETF-14.73%3.96%-10.78%0.00%14.49%N/A
OZGOzgrowth LimitedLIC-13.51%2.70%-10.81%100.00%15.15%41.67%
DIVUBS IQ Morningstar Australia Dividend Yield ETFETF-16.00%5.11%-10.89%68.24%11.33%7.16%
IKOiShares MSCI South Korea Capped ETFETF-11.42%0.00%-11.42%0.00%32.20%9.00%
BHDBenjamin Hornigold LimitedLIC-24.47%12.77%-11.70%10.00%N/AN/A
CIEContango Income Generator LimitedLIC-18.56%6.75%-11.80%50.00%10.63%3.05%
FPPFat Prophets Global Property FundLIC-15.93%3.93%-12.00%0.00%N/AN/A
ROBOETFS ROBO Global Robotics and Automation ETFETF-14.57%1.78%-12.79%0.00%N/AN/A
EGIEllerston Global Investments LimitedLIC-16.38%3.45%-12.93%100.00%22.80%-6.19%
URBURB Investments LimitedLIC-14.83%1.44%-13.40%100.00%N/AN/A
KSMK2 Australian Small Cap FundETF-19.93%6.27%-13.65%0.00%16.93%-0.39%
FOODBetaShares Global Agriculture Companies ETF – Currency HedgedETF-17.58%3.12%-14.46%0.00%17.80%N/A
GEARBetaShares Geared Australian Equity Fund (Hedge Fund)ETF-21.36%6.80%-14.56%53.20%20.38%15.21%
BTIBailador Technology Investments limitedLIC-15.56%0.00%-15.56%0.00%-15.49%7.04%
MA1Monash Absolute Investment CompanyLIC-17.34%1.16%-16.18%100.00%-0.57%N/A
PAFPM Capital Asian Opportunities Fund LimitedLIC-19.84%3.64%-16.19%100.00%35.45%1.04%
QVEQV Equities LimitedLIC-20.23%3.97%-16.26%100.00%7.57%24.44%
TOPThorney Opportunities LimitedLIC-17.12%0.82%-16.30%0.00%3.44%25.96%
APLAntipodes Global Investment Company LtdLIC-20.72%3.98%-16.73%50.00%14.09%N/A
BNKSBetaShares Global Banks ETF – Currency HedgedETF-20.48%3.53%-16.95%0.00%18.80%N/A
MECMorphic Ethical Equities Fund LimitedLIC-19.27%0.92%-18.35%100.00%N/AN/A
NCCNAOS Emerging Opportunities Company LimitedLIC-24.66%4.97%-19.69%100.00%13.33%45.38%
HJPNBetaShares WisdomTree Japan ETF – Currency HedgedETF-22.68%2.58%-20.11%0.00%22.50%N/A
OOOBetaShares Crude Oil Index ETF- Currency Hedged (Synthetic)ETF-21.73%1.58%-20.15%0.00%2.22%6.70%
GGUSBetashares Geared US Equity Fund – Currency Hedged (Hedge Fund)ETF-21.71%0.75%-20.96%0.00%44.86%21.06%
8EC8IP Emerging Companies LimitedLIC-22.28%1.04%-21.24%100.00%-1.49%4.66%
CETFVanEck Vectors ChinaAMC A-Share ETFETF-27.11%5.36%-21.76%0.00%21.06%-18.00%
NSCNAOS Small Cap Opportunities Company LimitedLIC-27.81%5.99%-21.82%100.00%-10.63%-10.63%
AUDSBetaShares Strong Australian Dollar Fund (hedge fund)ETF-22.18%0.00%-22.18%0.00%N/AN/A
FORForager Australian Shares FundLIC-35.12%10.46%-24.66%0.00%26.42%N/A
BAFBlue Sky Alternatives Access Fund LimitedLIC-30.00%4.17%-25.83%72.00%9.65%19.00%
FPCFat Prophets Global Contrarian Fund LtdLIC-27.35%0.00%-27.35%0.00%N/AN/A
CDMCadence CapitalLIC-34.44%5.93%-28.52%100.00%16.26%-14.01%
TEKThorney Technologies LTDLIC-44.59%0.00%-44.59%0.00%N/AN/A
ABWAurora Absolute Return FundLIC-58.25%2.52%-55.73%0.00%-31.84%-11.54%
AIBAurora Global Income TrustLIC-66.00%3.20%-62.80%0.00%-29.68%4.82%


* Income yield has been calculated based on income divided by closing price on 31 December 2018. Total performance has been calculated by simply adding the performance and the yield (ignoring the timing of dividend payments). Whilst the franked component of income payments has been calculated, the income payment has not been grossed up by the franking credits. All performance is based on closing share prices rather than underlying Net Tangible Assets. As usual, past performance should not be used as an indication of possible future returns, and we recommend this data not be used to support investment decisions.

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