Performance of Concentrated Australian Share Model

The table below shows the performance of the Concentrated Australian Share Model as at 31/12/2011.

Time Period

Gross

S&P/ASX 200 Accum Index

Out-Performance*
1 Month

 -2.39%

  -1.35%

   -1.04%
3 Months

1.31%

  2.12%

   -0.81%
6 Months

 -10.54%

  -9.71%

  -0.83%
1 Year

 -10.63%

  -10.54%

   -0.09%
2 Years (%pa)

-0.85%

-4.68%

3.83%
3 Years (%pa)

 11.06%

  7.58%

   3.48%
Since Inception (%pa)**

  -0.46%

  -5.06%

   4.60%


*Shows the difference between Portfolio Gross Return and Benchmark Return

** Model performance inception date 31/05/2007

Past performance is no indicator of future performance. Long term performance shows the potential volatility of returns over time. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. Fluctuations may be particularly marked in the case of a higher volatility model and the value of the investment may fall suddenly and substantially. Model portfolio composition and performance have been based on theoretical tracking of the model portfolio and are gross of fees and do not take tax positions into account. Please note that actual portfolios may not perform in the same manner as the models depicted in this document, depending on your personal Portfolio and any customisations. Rounding in the data may result in minor variations.