PPCP is pleased to announce its 3 year Performance to 30 April 2019.
PPCP 3 Year Performance to 30 April 2019
Key observations for the Market Long Fund are:
- 3 year annualised return of 17.90% pa, outperfoming the underlying index by 6.87% pa;
- Strong annual returns to April each year, outperforming the index in all 3 years;
- Significant cumulative total return over the 3 years of 63.87%, outperforming the underlying index by 27.02%
- Consistency in annual rolling returns, with PPCP delivering positive returns for all annual return periods in the 3 years since inception
- Consistency in annual rolling alpha returns, with PPCP oupterforming the underlying index in all periods except for one month (year to March 2019)
- Most importantly, PPCP has delivered on its key objective, by delivering:
- Performance (during index "up months") of an average of 94.25% of the total return in the index "up months"; and
- Preservation (during index "down months") of an average of only 6.58% of the total return in the index "down months".
We continue to raise capital in the Market Long Fund from both new and existing investors.
