Assurance Capital by the beginning of financial year 21/22 will have transitioned into its revamped investment strategy. Simon Evans will manage the fund and more information about our approach can be viewed on the Investment Presentation April 2021 section of this site. Steve Green as a new shareholder will have significant input into the decision making, and the capital will gravitate to their best ideas. Since it will be some time before the performance record of this new strategy is long enough to be meaningful, this section has noted the team’s audited track record managing their own SMSFs.
From FY22 and onwards, please also refer to FUND UPDATES section menu on this website. We shall note the performance of our combined team performance there going forward.
SIMON EVANS SMSF PERFORMANCE HISTORY
STEVE GREEN SMSF PERFORMANCE HISTORY
Assurance Capital Pty Ltd 