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 2008<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -4.41 12.55 12.06 -14.63 -6.21 -0.70 8.08Australian Share – Core<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -5.00 13.35 13.72 -17.43 – – -1.68Australian Share Long Short – Core<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -2.52 6.40 9.33 -6.19 -7.01 -0.22 3.68Balanced<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> Cash 3.82 4.42 3.68 4.95 5.70 4.51 4.57<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 3.58 57.54 55.65 -70.31 -48.51 -17.24 -18.26Colliers Geared GlobalProperty Securities<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 6.00 29.34 33.41 -41.06 -22.54 -3.54 5.52Colliers Global Property Securities<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 1.32 5.73 8.11 -1.77 -2.14 2.17 4.61Conservative<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 2.28 31.14 25.66 -12.94 -24.19 2.15 10.29Developing Companies<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -0.90 6.94 11.07 -9.63 -13.21 -1.58 3.72Diversified<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 4.79 6.26 10.44 3.84 3.22 5.68 5.21Diversified Fixed Interest<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 2.86 8.10 9.97 -0.67 0.39 4.05 5.14Enhanced Yield<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -3.18 11.35 9.79 -7.39 – – 1.19Equity Income<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -7.91 15.55 18.25 -15.67 -15.78 -2.22 7.52Future Leaders<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -18.07 – – – – – -7.54Geared Australian Share Fund– Core<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -1.91 14.31 3.37 -32.16 -25.78 -10.21 -2.69Geared Global Share<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -25.03 8.90 13.09 -30.89 -28.01 -14.41 5.04Geared Share<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 2.52 8.67 10.43 -3.68 1.47 3.75 4.42Global Credit Income<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 3.37 4.68 – – – – 3.61Global Emerging Markets Select<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 6.79 20.70 15.76 -20.41 – – 2.54Global Listed InfrastructureSecurities<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong>Global Resources-28.91 14.47 15.94 -35.58 19.65 -6.17 5.7036
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