Our Performance

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Comparisons between the unit price performance of the Aspiring Fund and Australian and New Zealand market indicies prior to the introduction of the "PIE regime are not particularly valid. In that period the fund paid full tax on all capital gains, whereas the indicies performance is without any allowance for tax. That the unit price of the fund matched the performance of the New Zealand index in a rising market prior to the introduction of the PIE regime suggests a level of out performance not picked up by the graph.
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