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The Rosevalley Family of Funds

A Series of Behavioural Finance-based High-Conviction Funds

Behavioural Finance
Rosevalley approach
Funds family
Performance
Backtest
Portfolio Reports
References
About Us
Search
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Home Backtest

Backtest

The portfolio approach is underpinned by rigorous backtesting, going back 30 years. Below are some charts that show the robustness of the performance.

©2020 Rosevalley Funds. Disclaimer: The material contained in this communication (and all its attachments) is general information only and has been prepared by Rosevalley Advisory Pty Ltd (“Rosevalley”). It is not intended to take the place of professional advice and you should not act on any recommendation (if any) made in this communication without first consulting your investment advisor in order to ascertain whether the recommendation (if any) is appropriate, having regard to your investment objectives, financial situation and particular needs. Nothing in this communication shall be construed as a solicitation to buy or sell a security or to engage in or refrain from engaging in any transaction. Rosevalley believes that the information and advice (if any) contained herein is correct at the time of compilation. However, Rosevalley provides no representation or warranty that it is accurate, complete, reliable or up to date, nor does Rosevalley accept any obligation to correct or update the opinions (if any) in it. The opinions (if any) expressed are subject to change without notice. Rosevalley does not accept any liability whatsoever for any direct, indirect, consequential or other loss arising from any use of the material contained in this communication. This communication may refer to the past performance of a person, entity or financial product. Past performance is not a reliable indicator of future performance. Investors should obtain the relevant product disclosure statement and consider it before making any decision to invest.

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