| Performance History
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30 June 2005
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30 June 2006
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30 June 2007
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30 June 2008
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30 June 2009
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Portfolio Options
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Conservative
|
8.00%
|
7.90%
|
7.86%
|
-1.28%
|
1.38%
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|
Moderate
|
10.60%
|
10.07%
|
10.31%
|
-6.88%
|
-4.91%
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|
Balanced (formerly growth)
|
12.30%
|
12.15%
|
12.81%
|
-10.47%
|
-4.59%
|
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Ethical Balanced (formerly Ethical Growth)
|
10.10%
|
16.65%
|
14.85%
|
-7.85%
|
-1.67%
|
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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%
|
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Tailored Options
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Cash
|
4.50%
|
5.06%
|
5.56%
|
6.36%
|
4.54%
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Fixed Interest
|
8.60%
|
2.21%
|
4.32%
|
-6.53%
|
9.33%
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Property
|
12.90%
|
9.40%
|
20.66%
|
-21.48%
|
-29.38%
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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
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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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