FirstChoice Wholesale Personal Super - Colonial First State
FirstChoice Wholesale Personal Super - Colonial First State
FirstChoice Wholesale Personal Super - Colonial First State
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Performance and returns as at 30 June 2012 (%)<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong> <strong>Personal</strong> <strong>Super</strong>Annual effective rate of net earnings 15 yearcompoundaverage rateof returnSinceinception 5Investment options 2012 2011 2010 2009 2008Aberdeen <strong>Wholesale</strong> Australian 9.92 4.95 8.13 7.18 2.17 6.43 6.12Fixed IncomeAcadian <strong>Wholesale</strong> Australian Equity -8.43 14.58 10.04 -26.70 -11.46 -5.61 -1.00Acadian <strong>Wholesale</strong> Australian Equity -8.90 16.68 5.37 -25.15 -10.58 -5.60 -0.01Long ShortAcadian <strong>Wholesale</strong> Geared-3.86 32.75 6.73 -57.24 -37.14 -18.20 -17.67Global EquityAcadian <strong>Wholesale</strong> Global Equity 2.99 4.80 3.86 -27.64 -19.96 -8.27 -1.80Acadian <strong>Wholesale</strong> Global Equity 3.66 6.15 7.51 -28.05 -28.63 -9.49 -9.18Long ShortAcadian <strong>Wholesale</strong> Quant Yield 5.19 6.41 2.91 – – – 4.40AMP Capital <strong>Wholesale</strong> Global 5.20 – – – – – 7.39Property SecuritiesAspect <strong>Wholesale</strong> Diversified 10.10 8.24 – – – – 9.00FuturesAusbil <strong>Wholesale</strong> Australian-7.37 11.38 12.32 -16.31 -8.50 -2.36 5.15Active EquityAusbil <strong>Wholesale</strong> Australian -14.26 18.19 15.50 -20.47 -11.81 -3.87 -3.30Emerging LeadersAXA <strong>Wholesale</strong> Global Equity -11.38 -0.21 3.38 -29.37 -25.88 -13.70 -3.86– ValueBlackRock <strong>Wholesale</strong> Asset0.00 – – – – – -3.51Allocation AlphaBlackRock <strong>Wholesale</strong>-7.48 9.13 10.17 -17.54 -5.79 -2.88 6.53Australian Share 3BlackRock <strong>Wholesale</strong> Monthly Income 4 – 14.55 23.60 -24.03 -5.60 – n/aBT <strong>Wholesale</strong> Active Balanced 0.47 6.27 8.28 -9.98 -10.97 -1.51 3.95BT <strong>Wholesale</strong> Core Australian Share -8.12 11.05 9.72 -15.84 -9.78 -3.20 6.12BT <strong>Wholesale</strong> Core Global Share -0.95 2.99 6.92 -13.10 -24.80 -6.55 -0.83BT <strong>Wholesale</strong> Property Investment 10.40 6.82 16.44 -36.03 -29.64 -9.18 -0.35Capital International <strong>Wholesale</strong> -2.83 1.37 4.49 -17.87 -17.02 -6.85 -1.03Global ShareCeleste <strong>Wholesale</strong> Australian Small -0.90 22.46 29.46 -11.11 -26.10 0.63 7.53CompaniesChallenger <strong>Wholesale</strong> High Yield -2.11 3.80 0.99 -26.17 -10.04 -7.38 -4.94Challenger <strong>Wholesale</strong> Property 9.76 6.27 19.00 -32.79 -29.44 -8.02 -8.83Securities<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 6.83 5.06 7.19 8.88 3.46 6.27 5.39Australian Bond<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong>Australian Corporate Debt 3 7.12 6.99 11.65 2.51 1.03 5.79 5.2135
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