High quality companies that can compound for many years acquired at a significant discount to our assessment of their intrinsic value
5AM Capital Global Equity Fund
Fund Performance
Our Performance
Net returns after all fees. The 5AM Capital Global Equity Fund has compounded capital at attractive rates since inception on 1 July 2022, with a focus on capital preservation through cycles.
Annualised Return
Cumulative Return
Unit Price
1 Jul 2022
Inception Date
Growth of $1,000,000 Since Inception
5AM Capital8% Hurdle
Data as at 28 February 2026. Net of all fees.
Investment Return Calculator
Historical Return Calculator
Compounding Projection
Quarterly & Annual Performance
Period
Unit Price
Quarter
Financial Year
Since Inception (Ann.)
Past performance is not indicative of future results. Returns are net of all fees including management fees and performance fees. This information is for illustrative purposes only and does not constitute financial advice. The 5AM Capital Global Equity Fund is only available to wholesale investors.
Finalist – Best Fund Manager (Equities)
Australian Wealth Management Awards 2025
