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While Enhanced Asset Management is of the view that the contents of this website are based on information which is believed to be reliable, its accuracy and completeness are not guaranteed. No warranty of accuracy or reliability is given or implied, and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Enhanced Asset Management, Oreana Financial Services Ltd or any officer, agent or employee of Enhanced Asset Management or Oreana Financial Services Ltd.

Australian Financial Services Licensee No. 482234

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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%