The returns we achieve for our clients speak for themselves. Our admirable record can be attributed to our value investing approach, discipline and the quality of our in-house research.

See the table below for returns. Pacific Wealth Creators proudly announces an average client net return of 24.4% for our equity funds under management for the year to 31 March 2024. This net return is after fees.

We have now delivered an average annual return of 10.3% for our clients over the past 21 years. These returns are after fees; which we keep as low as possible.

Achieving our key objective of outperforming the market benchmark is significant. It means we have added value for our clients. For this, we are proud, but not complacent.

If you require a more intelligent approach get in touch now by phoning +64-7-544 2000 or see our Contact page.

RETURNS ANNOUNCEMENTS

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Date	Type	Description	View
12/04/24	Returns Announcement	Pacific Wealth Creators announces return of 24.4% for year to 31 March 2024	View
28/04/23	Returns Announcement	Pacific Wealth Creators announces return of -7.2% for year to 31 March 2023	View
19/04/22	Returns Announcement	Pacific Wealth Creators announces return of 11.0% for year to 31 March 2022	View
23/04/21	Returns Announcement	Pacific Wealth Creators announces return of 23.1% for year to 31 March 2021	View
20/04/20	Returns Announcement	Pacific Wealth Creators announces return of 1.4% for year to 31 March 2020	View
24/4/19	Returns Announcement	Pacific Wealth Creators announces return of 7.2% for year to 31 March 2019	View
24/4/18	Returns Announcement	Pacific Wealth Creators announces return of 13.0% for year to 31 March 2018	View
2/5/17	Returns Announcement	Pacific Wealth Creators announces return of 8.2% for year to 31 March 2017	View
29/4/16	Returns Announcement	Pacific Wealth Creators announces return of 0.9% for year to 31 March 2016	View
8/12/15	Announcement	Pacific Wealth Creators granted a DIMS License by the Financial Markets Authority	View
23/4/15	Returns Announcement	Pacific Wealth Creators announces return of 12.2% for year to 31 March 2015	View
22/4/14	Returns Announcement	Pacific Wealth Creators announces return of 15.0% for year to 31 March 2014	View
25/4/13	Returns Announcement	Pacific Wealth Creators announces return of 10.4% for year to 31 March 2013	View
27/4/12	Returns Announcement	Pacific Wealth Creators announces return of -2.2% for year to 31 March 2012	View
25/4/11	Returns Announcement	Pacific Wealth Creators announces return of 0.7% for year to 31 March 2011	View
16/4/10	Returns Announcement	Pacific Wealth Creators announces return of 58.6% for year to 31 March 2010	View
29/4/09	Returns Announcement	Pacific Wealth Creators announces return of -19.1% for year to 31 March 2009	View
30/4/08	Returns Announcement	Pacific Wealth Creators releases return data for year to 31 March 2008	View
30/4/07	Returns Announcement	Pacific Wealth Creators releases return data for year to 31 March 2007	View
20/4/06	Returns Announcement	Pacific Wealth Creators releases return data for year to 31 March 2006	View

Our more intelligent approach must ultimately be reflected in returns we achieve for our private clients.

Returns

The returns we achieve for our clients speak for themselves. Our admirable record can be attributed to our value investing approach, discipline and the quality of our in-house research.

RETURNS ANNOUNCEMENTS

Our more intelligent approach must ultimately be reflected in returns we achieve for our private clients.

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