PERFORMANCE

Performance to 30 September 2017

1mth
%
3mth 
%
1Yr 
%
3Yr 
% pa
5Yr 
% pa
10Yr 
% pa
Since Inception*
% pa
Sigma Select Equities Fund 0.2 4.0 17.8 6.9 12.1 n/a 8.6
S&P/ASX 300 Accumulation Index 0.0 0.7 9.0 7.1 9.9 n/a 7.2
Value added (detracted) 0.2 3.3 8.8 (0.2) 2.2 n/a 1.4
Sigma Emerging Companies Strategy 3.7 7.8 13.3 7.6 8.3 3.3 12.8
S&P/ASX Small Ordinaries Accumulation Index 1.3 4.4 3.0 8.26 5.1 (1.4) 7.1
Value added (detracted) 2.4 3.4 10.3 (0.6) 3.2 4.7 5.7
Sigma Australian Shares Strategy (0.6) 3.2 17.7 7.9 12.0 4.6 5.2
S&P/ASX 200 Accumulation Index 0.0 0.7 9.3 7.1 10.1 3.1 3.6
Value added (detracted) (0.6) 2.5 8.4 0.8 1.9 1.5 1.6

* inception date: 2 May 2011 for Sigma Select Equities Fund, 1 March 2003 for the Emerging Companies Strategy, 1 July 2007 for Australian Shares

All returns are gross of fees and in AUD terms. Past performance is not a reliable indicator of future performance. Sigma Select Equities Fund inception date is 2 May 2011;  Emerging Companies is based on Retail Trusts prior to Sigma, followed by the SMA until Dec 2012, thereafter the Sigma Emerging Companies Fund - a wholesale unit trust offering; Sigma Australian Shares Strategy inception date is 1 July 2007

Disclaimer: Sigma does not give any warranty as to the accuracy, reliability or completeness of the above information, and any persons relying on this information do so at their own risk. This information is provided for general information purposes to wholesale clients only. Accordingly, reliance should not be placed on this information as the basis for making an investment, financial or other decision. This information has been prepared without taking account of any person’s objectives, financial situation or needs, and because of that, any person should before acting on the information, consider the appropriateness of the information having regard to their objectives, financial situation and needs. The Information Memorandum should be read in full before investing in the fund and is available upon request. © Sigma 2017.  
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