The Ironbark tree is renowned for its strength and durability, which we believe is reflected in the features of our investment portfolio
INVESTMENT PERFORMANCE
IBC recorded a sound return of 7.8% over the financial year with conservative settings and low relative volatility.
The return outperformed the benchmark return of 6.85% (RBA cash rate +3%pa). Since inception, over 23 years including two crisis periods (GFC & Covid-19) the portfolio achieved a return of 8.8%pa with 51% of equity market risk measured in terms of volatility.