Steadfast Performance
Steadfast    
         Performance

Track Record

Since its inception, OFM’s clientele in aggregate has experienced returns that have surpassed industry norms recording an annualized return (CAGR) since inception.

The graph shown below vividly discloses the growth an investor would have achieved if a sum of LKR 1 Million in January 1998.

Value of Rs 1 mil invested since inception

Track record
(Click to view large image)

Orion Performance to 30th June 2024

  1 Yr 2 Yr Compounded per annum 3 Yr
Compounded
per annum
5 Yr
Compounded
per annum
From inception
(Jul 1998)
Compounded
per annum
Average
Orion
Portfolio*
27.60% 28.94% 18.18% 27.80% 24.29%
All Share
Price
Index**
32.32% 33.34% 19.92% 21.72% 16.27%