Our Performance
Performance -Proven track record of sustained growth
Our funds have delivered exceptional growth
Fountainhead Partnership Funds
| 1M | YTD | 1Y | 3Y* | 5Y* | 10Y* | Inception* | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FHPF | -1.5% | -0.2% | -8% | 23% | 50% | 212% | 378% | -0.2% | -0.1% | 22% | -15% | 26% |
| ACWI | 1.0% | 10.6% | 14% | 45% | 67% | 116% | 121% | 11% | 15.4% | 22% | -20% | 16% |
| SPX | 2.2% | 7.8% | 15% | 53% | 94% | 201% | 208% | 8% | 23.3% | 24% | -19% | 27% |
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| Financial Year Ending | Portfolio | Benchmark | Relative |
|---|---|---|---|
| 2015 | 42.1% | -4.7% | 47% |
| 2016 | 39.2% | 5.8% | 33% |
| 2017 | 35.1% | 21.8% | 13% |
| 2018 | -16.7% | -11.0% | -6% |
| 2019 | 26.9% | 23.6% | 3% |
| 2020 | 30.2% | 14.5% | 16% |
| 2021 | 25.7% | 16.3% | 9% |
| 2022 | -14.6% | -19.7% | 5% |
| 2023 | 21.5% | 22.2% | -1% |
| 2024 | -0.1% | 15.4% | -16% |
| 2025 YTD | -0.2% | 10.6% | -11% |
| Since Inception per annum | 15.9% | 7.8% | 8% |
| Total Cumulative Since Inception | 378.3% | 121.2% | 257% |