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 strong portfolio return of 11.48% over the half year, outperforming equity and debt markets, and its benchmark return of 4.83% (1 year swap rate +6%pa). The ASX 300 Accumulation Index gained 9.62% over the six-month period. Since inception, over 20 years including three crisis periods (GFC, Covid-19, current inflation crisis), the portfolio achieved a return of 9.12%pa with 53% of equity market risk measured in terms of volatility.