Resources - Page 3 of 5 - Enhanced Asset Management

Market Updates

Quarterly Market Updates

Quarterly Market Updates

Quarterly Market Updates

Quarterly Market Updates

Market Updates

Market Updates

Market Updates

Market Updates

Market Updates

Enhanced Asset Management ABN 65 635 499 857 © Copyright 2022 Corporate Authorised Representative of Oreana Financial Services Ltd ABN 91 607 515 122 (CAR 1278093)

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EAM Conservative

Performance as of 30th of June 2025

	3m	6m	1yr	2yr	3yr	Annualised Since Inception (20/07/2020)
EAM Conservative	4.36%	4.04%	8.03%	7.67%	6.51%	2.85%
Benchmark – Morningstar Australia Conservative Target Allocation NR AUD	2.62%	3.50%	6.73%	5.74%	4.75%	2.23%
Out / (Under) Performance	+1.74%	+0.54%	+1.30%	+1.93%	+1.76%	+0.62%

EAM Balanced

Performance as of 30th of June 2025

	3m	6m	1yr	2yr	3yr	5yr	Annualised since Inception (10/12/2019)
EAM Balanced	6.20%	5.23%	10.53%	10.46%	9.29%	5.98%	4.99%
Benchmark – Morningstar Australia Balanced Target Allocation NR AUD	4.77%	4.43%	10.39%	9.78%	9.04%	6.54%	5.28%
Out / (Under) Performance	+1.43%	+0.80%	+0.14%	+0.68%	+0.25%	-0.56%	-0.29%

EAM Growth

Performance as of 30th of June 2025

	3m	6m	1yr	2yr	3yr	5yr	Annualised Since Inception (9/12/2019)
EAM Growth	8.33%	6.51%	12.92%	13.12%	12.14%	8.91%	7.22%
Benchmark – Morningstar Australia Growth Target Allocation NR AUD	6.03%	4.97%	12.26%	11.80%	11.43%	9.07%	7.10%
Out / (Under) Performance	+2.30%	+1.54%	+0.66%	+1.32%	+0.71%	-0.16%	+0.12%

EAM High Growth

Performance as of 30th of June 2025

	3m	6m	1yr	2yr	3yr	5yr	Annualised Since Inception (4/06/2020)
EAM High Growth	10.12%	7.33%	14.96%	15.50%	14.67%	11.34%	10.84%
Benchmark – Morningstar Australia Aggressive Target Allocation NR AUD	7.13%	7.33%	13.99%	14.02%	14.02%	11.51%	11.24%
Out / (Under) Performance	+2.99%	+2.03%	+0.97%	+1.48%	+0.65%	-0.17%	-0.40%

EAM Australian Equity Portfolio

Performance as of 30th of June 2025

	3m	6m	Annualised Since Inception (1/09/2024)
EAM Australian Equity Portfolio	15.07%	9.05%	14.77%
Benchmark – ASX200 Total Return Index	9.50%	6.44%	8.72%
Out / (Under) Performance	+5.57%	+2.61%	+6.05%