 |
|
|
|
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% |
|
AVERAGE |
4.17% |
5.64% |
5.81% |
6.53% |
8.26% |
|
Outperformance |
|
1.47% |
1.64% |
2.37% |
4.09% |
|
|
|
|
|
|
|
|
Quarter 31/05/2007 |
1.23% |
1.41% |
1.67% |
1.48% |
1.99% |
|
Quarter 31/08/2007 |
1.27% |
-0.49% |
-0.40% |
0.52% |
0.40% |
|
Quarter 30/11/2007 |
1.37% |
-0.61% |
-0.58% |
-1.66% |
-1.70% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Net returns are recorded
after fees, tax (33%) and before adviser ongoing fees |
|
|
Wealth Building
Strategies Limited
