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Our Performance

As independent thinkers with a market-wide view and focus on delivering attractive, long-term returns, we understand what it takes to grow your wealth and your financial confidence.

Total return after all fees

Growth of $1,000,000*
Since inception 14 January 2019

Returns net of fees

Bellevue

ASX200 Accumulation Index

1 Year

24.9%

23.4%

2 Year p.a.

27.6%

11.9%

3 Year p.a.

10.2%

9.6%

5 Year p.a.

13.9%

8.3%

Since Inception

(Annualised Return p.a.)

17.7%

10.9%

*The above chart contains performance figures and information in relation to the Bellevue Private Investments Pty Ltd (ACN 628772001) (Bellevue) Flagship Portfolio based on a $1,000,000 investment from 14 January 2019. Client portfolios are managed on an individual basis and securities in all Bellevue Flagship Portfolio entities are held by clients directly based on the quantum of funds invested. While return on funds invested will be similar to the above chart, not all portfolios will reflect the exact performance as nominated above due to rounding of the number of securities in Bellevue Flagship Portfolio entities held by an individual investor based on the amount invested. Performance is calculated as actual returns after administration, brokerage, foreign exchange fees, management fees and performance fees. Performance does not take into account any taxes payable by clients. Note that the performance data shown above shows past performance only and that past performance is not a reliable indicator of future performance. Note also that Bellevue Flagship Portfolio entities may comprise both Australian and foreign entities. The portfolio manager is Bellevue. Bellevue is a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd (ABN 45161731479, AFSL No. 436298) (Integrity). Only investors who are wholesale clients (as defined in s761G and s761GA of the Corporations Act 2001 (Cth)) may invest in the Bellevue Flagship Portfolio.

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Why it works.

By investing in high-quality, resilient businesses with attractive risk-adjusted return profiles, we strive for consistent, enduring and appealing investment returns.

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