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Year 2

25/04/2015
After a slow start in year one, mainly due to a somewhat expensive position at the start, we are pleased with the progress in the second year.
The Smart Fund is now over 40% return after two years.
There has been some companies removed due to either falling below our investment standard or becoming temporarily too expensive. We have also had the opportunity to add some extra companies into our holdings as they have reached our standards.


Smart Money Index

The smart money index tracks a select group of stocks that posess certain quality attributes. The spread is dependant on current market prices.

Buy Price: $9.64 Sell Price: $7.45
1 Year Return (buy to sell): 3.98%
10 Year Compound Return (buy to sell): 17.57%

Current Index Values