PERFORMANCE
Measured across full market cycles.
We report performance with clarity and context, while remaining focused on outcomes across changing markets.
Returns
Period
Portfolio
1 Month
3.41%
1 Year
1.27%
3 Years
11.95%
5 Years
2.48%
7 Years
7.60%
10 Years
11.12%
Since inception p.a.
10.94%
Since inception cumulative
218.81%
FUND OVERVIEW
Portfolio details.
A concise summary of the portfolio mandate, structure and applicable fees.
Inception date
Management fee
Number of holdings
Performance fee
Maximum initial weight
Administration fee
Cash allocation
Custody fee
Investment objective
Return since inception
DISCLOSURES
Past performance is not a reliable indicator of future performance. Returns are after applicable management and performance fees and assume distributions are reinvested. Individual investor outcomes may differ due to timing, cash flows, fees and tax circumstances. The investment objective is an objective only and is not guaranteed. This information is general information and does not consider an investor’s objectives, financial situation or needs. The offer is available only to eligible wholesale investors.
Contact
For investors who think beyond the short term
We work with a limited number of investors seeking a concentrated approach to global investing.
© 2026 Swell Asset Management. All rights reserved.
Past performance is not indicative of future results.
The information in this website (the ‘Information’) has been prepared by Swell Asset Management ABN 16168141204 (‘Swell Asset Management’, ‘we’ or ‘us’) a Corporate Authorised Representative No. 465285 of Hughes Funds Management Pty Limited ABN 42167950236, who is a holder of an Australian Financial Services Licence AFSL No. 460572 and authorised to provide financial services to wholesale clients only.