Resources - Page 4 of 5 - Enhanced Asset Management

Quarterly Market Updates

Quarterly Market Updates

Quarterly Market Updates

Quarterly Market Updates

EAM Managed Portfolio PDS (Super & Pension)

Market Updates

EAM Investment Mandate

Quarterly Market Updates

Quarterly Market Updates

Quarterly Market Updates

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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%