Sunday, 20 January 2019

Dec 2018 Fund Update - 2018 full year report


Dec 2018 Fund performance update

Date 31-Dec-18
Shalom fund (inclusive of inflow/outflow) $559,448
YTD Fund inflow $0
YTD Fund outflow $20,000
Shalom fund YTD return (%) 14.53%
STI YTD return (%) -9.92%
Fund performance vs STI Index Outperform 24.45% 


2018 Quarterly performance

  Q1 2018 Q2 2018 Q3 2018 Q4 2018
Return 10.80% 8.44% -0.53% -4.28%


Shalom Fund vs Benchmark STI Index 2018 full year performance












Fund ownership











Summary

Shalom fund return a full year 2018 performance of 14.53% while the benchmark STI index full year return is -9.92%. Shalom fund outperform STI index by 24.45% for 2018.

Breakdown of the fund

75% on Index trading
25% on precious metal trading