Eagle Portfolio Performance

The Eagle Portfolio has a strong track record of consistently outperforming its benchmark. It has added 4.6% over the ASX200 Accumulation Index over the 12 months to 31 December 2018. This means that the Eagle Portfolio is the best performing large-cap portfolio/fund on HUB24 over one year, and second over three years.

 

This is how the Eagle performance for FY18 compares with a selection of other well-known large/broad cap Australian share portfolios available on the HUB24 platform.

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From 2014, when the Eagle Portfolio was launched on HUB24, it has added 6.8% each year (accumulation basis).

Below is a table of the unaudited annual performance of the Eagle Portfolio (price basis) from 2000 to 2014.

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Since inception, an investment in the Eagle Portfolio is up  43.94%, against an investment in the ASX 200 accumulation index, which is up 39.38%. This is captured in the chart below.