OpenInvest have upgraded their performance reporting so clients can now track performance on a dynamic rolling basis for the past month, three months, six months and once we’ve been on the platform long enough, one year, two years and since inception.
We are now able to access both dynamic and end of month data. September was a good month with the Managed Equity up 5.49% taking its total return (not annualised) since inception on OpenInvest to 18.81%. The Global Thematic has achieved a 15.94% return (actual) since inception. The Income Plus is the laggard with just 2.62%, although so far, no-one has invested in it!
A reminder that that the Managed Equity achieved over 15% per annum over the eleven years on Hub24. The inception date for OpenInvest slightly overlaps the closing date for Hub24. Now we have access to the monthly data we shall soon consolidate performance so we can present an up to date historical chart.
