Performance History

 

30 June 2005

30 June 2006

30 June 2007

30 June 2008

30 June 2009

Portfolio Options

 

 

 

 

 

Conservative

8.00%

7.90%

7.86%

-1.28%

1.38%

Moderate

10.60%

10.07%

10.31%

-6.88%

-4.91%

Balanced (formerly growth)

12.30%

12.15%

12.81%

-10.47%

-4.59%

Ethical Balanced (formerly Ethical Growth)

10.10%

16.65%

14.85%

-7.85%

-1.67%

Growth (formerly High Growth)

N/A

13.53%

14.40%

-12.94%

-9.10%

Ethical Growth*

N/A

N/A

N/A

2.40%

-8.42%

High Growth (formerly Diversified Shares)

13.50%

18.06%

14.76%

-14.93%

-11.65%

Tailored Options

 

 

 

 

 

Cash

4.50%

5.06%

5.56%

6.36%

4.54%

Fixed Interest

8.60%

2.21%

4.32%

-6.53%

9.33%

Property

12.90%

9.40%

20.66%

-21.48%

-29.38%

Australian Shares

24.40%

22.82%

22.73%

-14.01%

-17.02%

International Shares

1.40%

12.70%

5.57%

-16.36%

-17.57%

Ethical Shares

12.20%

21.15%

20.45%

-12.93%

-16.51%

Alternative Assets

N/A

N/A

11.13%

3.95%

15.29%

 

Compound Average Portfolio Options

1 Year

3 Years

5 Years

Conservative

1.38%

2.65%

5.16%

Moderate

-4.91%

-0.78%

3.78%

Balanced (formerly Growth)

-4.59%

-1.21%

4.27%

Ethical Balanced (formerly Ethical Growth)

-1.67%

1.36%

6.73%

Growth (formerly High Growth)

-9.10%

-3.15%

N/A

Ethical Growth*

-8.42%

N/A

N/A

High Growth (formerly Diversified Shares)

-11.65%

-4.58%

3.12%

*Ethical Growth introduced 1 April 2008. Return is for a 3 month period (it is not an annualised rate).
Investment option names were changed to align with market convention on 1 April 2008.
It should be noted that past performance is no guarantee of future performance.

   

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