Investor Centre
Fund Performance
Track record and historical returns across our investment strategies.
Historical Returns
| Fund | 1 Month | 3 Month | 1 Year | 3 Year (p.a.) | Since Inception |
|---|---|---|---|---|---|
| EBC Private Credit Fund I | +0.68% | +2.04% | +8.21% | +7.89% | +8.12% |
| EBC Real Estate Fund II | — | +4.52% | +15.34% | +14.21% | +16.45% |
| EBC Multi-Asset Fund | +0.42% | +1.89% | +6.72% | +5.94% | +6.28% |
Performance as at 31 October 2025. Returns are net of fees and expenses.
Benchmark Comparison
| Fund | Benchmark | Fund Return (1Y) | Benchmark Return | Excess Return |
|---|---|---|---|---|
| EBC Private Credit Fund I | RBA Cash Rate + 4% | +8.21% | +8.35% | -0.14% |
| EBC Real Estate Fund II | AREIT Index | +15.34% | +9.82% | +5.52% |
| EBC Multi-Asset Fund | CPI + 4% | +6.72% | +7.20% | -0.48% |
Important Information Past performance is not indicative of future results. The performance data shown is historical and does not guarantee future returns. Performance figures are calculated net of management fees and expenses. Individual investor returns may vary based on timing of investments. Please refer to the relevant Information Memorandum for full details.