Eternal Growth Partners has turned 5 years old. I am hopeful I have at least 40 or 50 more years of running the fund ahead of me.
The performance letter (.pdf) for the third quarter was delivered to investors last night, and is now available in perpetuity on the website.
The business model is maturing, and with a compelling 5-year record, I am hopeful we can continue to generate ever increasing interest.
I can think of no more fulfilling way to spend my days than helping people achieve their financial dreams – Tony Hansen 01/04/2016
|
|
Apr 1st 2011 |
Jul 1st 2015 |
Current Price |
Since July 1st 2015 |
Since Inception |
|
EGP Fund No. 1 |
1.00000 |
1.57872 |
1.71233*1 |
8.46% |
101.39%*2 |
|
37333.23 |
50922.68 |
50033.99 |
(1.75%) |
34.02% |
EGP Fund No. 1 Pty Ltd. Up by 8.46%, leading the benchmark by 10.21% since July 1st 2015. Since inception, EGP Fund No. 1 Pty Ltd is Up by 101.39%, leading the benchmark by 67.37% all-time (April 1st 2011).
*1 after a 31 May 2013 dividend of 2.333 cents per share (cps) plus 1.000 cps Franking Credit, a 31 May 2014 Dividend of 7.000 cps plus 3.000 cps Franking Credit and a 31 May 2015 Dividend of 8.6667 cps plus 3.7143 cps Franking Credit
*2 calculated based on dividends reinvested
