Performance calculations assume the following:
Dividend distributions are reinvested into the relevant investments on their ex-entitlement dates. Franking credits are not included.
All trades assume sufficient liquidity to buy or sell the required volume at the closing price on the day of a portfolio change or re-balance.
Transaction costs of 0.2% apply to each buy and sell transaction.
Government charges, tax, and any annual subscription fees payable to Prime Financial are excluded.