Our performance
Harper Bernays has retained Professional Financial Solutions, an independent firm of actuarial consultants to, every six months, independently assess every account under our management. The assessment measures both raw performance and volatility, to ensure that the risk profile of every portfolio remains within acceptable bounds. This data is also used to assess our overall performance which is outlined below.
Individually managed accounts
Our Performance - Chart
Investment Performance (% pa compound)Rolling 10 year periods and Since Inception (SI)*
as compared to our key benchmark indices (calculated for 10 year periods to 30 June).
* For period 30 September 1988 to 30 June 1998
** Since inception (30 September 1988) to 31 December 2009
Our Performance - $ invested versus All Ords
Harper Bernays Limited to 31 December 2009
| Harper Bernays* | All Ords Accum Index | All Ords Price Index | ||||
|---|---|---|---|---|---|---|
| % pa | $1m worth | % pa | $1m worth | % pa | $1m worth | |
| 1 Yr | 45.7% | $1,457,156 | 39.6% | $1,395,781 | 33.4% | $1,334,333 |
| 2 Yrs | (1.2%) | $975,935 | (8.8%) | $832,098 | (12.8%) | $760,429 |
| 3 Yrs | 2.7% | $1,083,615 | (0.6%) | $981,487 | (4.7%) | $865,065 |
| Since inception (1988) | 13.6% | $15,137,182 | 10.0% | $7,589,775 | 5.4% | $3,053,318 |
Performance figures quoted above are calculated on total funds managed by Harper Bernays over the selected time periods. All calculations are made using the time weighted method to account for the timing of capital movements. Inception refers to the commencement of operations in September of 1988. Performance figures are quoted before the deduction of management fees but after brokerage. The Benchmark Indices are calculated, pre-brokerage and pre-fees. The range in performance of individual clients will vary from the aggregate figures quoted above. Professional Financial Solutions Pty Ltd, an independent firm of actuarial consultants, have reviewed the accuracy of the performance shown for Harper Bernays. Harper Bernays is a licensed dealer in securities. The company and its representatives do not in any way guarantee future performance.
