 |
|
|
6 Month Bank |
Defensive |
Conservative |
Balanced |
Growth |
|
Equity Investments |
Deposits |
16% |
24% |
40% |
57% |
|
Income Investments |
100% |
84% |
76% |
60% |
43% |
|
|
|
|
|
|
|
|
Period Ending |
Net returns |
Net returns |
Net Returns |
Net Returns |
Net Returns |
|
28/02/1997 |
5.60% |
3.40% |
4.40% |
5.44% |
9.27% |
|
28/02/1998 |
4.93% |
4.33% |
4.95% |
6.32% |
10.43% |
|
28/02/1999 |
4.13% |
5.24% |
7.83% |
7.07% |
16.50% |
|
29/02/2000 |
3.22% |
5.50% |
7.72% |
7.90% |
16.27% |
|
28/02/2001 |
4.31% |
5.19% |
2.70% |
4.18% |
2.13% |
|
28/02/2002 |
3.42% |
4.33% |
2.11% |
2.86% |
-1.14% |
|
28/02/2003 |
3.67% |
-3.19% |
-6.25% |
-5.23% |
-15.95% |
|
28/02/2004 |
3.40% |
9.83% |
12.68% |
10.08% |
15.32% |
|
28/02/2005 |
3.98% |
9.35% |
8.03% |
9.28% |
10.10% |
|
28/02/2006 |
4.54% |
10.61% |
11.51% |
14.65% |
18.30% |
|
28/02/2007 |
4.66% |
7.42% |
8.22% |
9.33% |
9.59% |
|
28/02/2008 |
5.57% |
2.90% |
-0.70% |
-2.90% |
-6.50% |
|
28/02/2009 |
4.79% |
-8.03% |
-10.70% |
-11.56% |
-15.61% |
|
28/02/2010 |
2.85% |
13.97% |
23.07% |
19.48% |
24.20% |
|
28/02/2011 |
3.34% |
4.38% |
6.32% |
6.41% |
8.44% |
|
AVERAGE |
4.16% |
5.02% |
5.48% |
5.55% |
6.76% |
|
Outperformance |
|
0.85% |
1.32% |
1.39% |
2.60% |
|
|
|
|
|
|
|
Net returns are recorded
after fees, tax and before adviser ongoing fees |
|
|
Tax 28/2/97-30/9/07=33%,
1/10/07-30/9/10=30%, 1/10/10-present=28% |
|
|
Wealth Building
Strategies Limited
