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> PensionAnnual 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> -3.72 13.29 14.20 -14.55 -7.13 -0.23 9.25Australian Share – Core<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -4.78 14.85 15.29 -18.62 – – -1.41Australian Share Long Short – Core<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -2.19 7.13 10.28 -5.76 -7.77 0.09 4.49Balanced<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> Cash 4.61 5.28 4.25 5.91 6.96 5.40 5.50<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 3.63 66.09 74.55 -78.45 -54.03 -21.53 -22.52Colliers Geared GlobalProperty Securities<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 6.44 32.33 37.63 -43.36 -24.88 -3.78 5.19Colliers Global Property Securities<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 1.81 6.54 9.37 -0.97 -2.15 2.83 5.52Conservative<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 2.95 35.35 30.15 -13.43 -27.01 2.77 11.76Developing Companies 3<strong>Colonial</strong> <strong>First</strong> <strong>State</strong>-0.44 7.71 12.24 -9.19 -14.62 -1.37 4.33<strong>Wholesale</strong> Diversified<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 5.44 7.39 11.93 4.64 3.89 6.62 5.99Diversified Fixed Interest<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 3.75 9.81 10.81 0.26 0.69 4.97 6.14Enhanced Yield<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -1.07 13.49 12.46 -4.32 – – 3.58Equity Income<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -7.52 17.67 21.65 -16.37 -17.76 -1.86 9.20Future Leaders<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -19.18 – – – – – -7.73Geared Australian Share – Core<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -2.12 14.69 3.37 -31.68 -28.76 -10.80 -2.67Geared Global Share<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -24.91 10.16 17.89 -31.65 -31.14 -14.42 5.61Geared Share<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 3.27 9.65 11.19 -2.87 1.98 4.52 5.21Global Credit Income<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 3.74 5.28 – – – – 4.61Global Emerging Markets Select<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 7.17 23.41 17.49 -20.27 – – 5.54Global Listed InfrastructureSecurities<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -29.13 16.76 17.06 -37.66 20.92 -6.10 7.20Global Resources<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong>Global Share0.51 2.82 1.38 -19.47 -17.05 -6.89 -0.1542
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