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> -3.04 – – – – – -7.31Global Soft Commodity<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -4.64 9.67 11.76 -14.66 -19.44 -4.28 2.47High Growth<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -6.05 12.50 15.46 -12.23 -14.65 -1.78 7.60Imputation<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 3.82 6.44 4.31 2.03 5.26 4.36 5.03Income 3<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> Index 11.94 5.17 7.47 9.73 4.09 7.64 6.44Australian Bond<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> Index -5.46 12.30 15.24 -16.82 -11.85 -2.15 8.13Australian Share<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> Index -0.67 2.47 4.78 -15.64 -21.18 -6.64 -0.54Global Share<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> Index -0.40 25.90 13.36 -28.79 -13.91 -2.72 1.04Global Share – Hedged<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> Index 10.74 5.76 20.26 -40.08 -36.05 -11.60 -1.32Property Securities<strong>Colonial</strong> <strong>First</strong> <strong>State</strong>-13.16 10.39 15.85 -13.37 -8.78 -2.58 5.52<strong>Wholesale</strong> Leaders<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> 9.43 5.34 18.07 -43.01 -43.57 -15.23 -2.75Property Securities<strong>Colonial</strong> <strong>First</strong> <strong>State</strong> <strong>Wholesale</strong> -3.55 17.06 18.15 -14.07 -27.20 -3.56 10.85Small Companies – CoreDWS <strong>Wholesale</strong> Global-10.45 1.34 8.81 -18.13 – – -7.49Equity ThematicFidelity <strong>Wholesale</strong>-3.66 12.66 – – – – 6.05Australian Equities<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong> Asian Share -10.49 -0.15 20.75 -2.18 -17.39 -2.70 -1.60<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong>-7.12 11.68 14.36 -13.03 -13.23 -2.19 7.77Australian Share<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong> Australian -4.47 23.94 16.52 -19.50 -25.45 -3.71 8.08Small Companies<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong> Balanced -0.05 10.95 13.64 – – – 7.60<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong> Boutique -7.20 14.14 13.26 -16.50 -16.70 -3.55 6.69Australian Share<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong> Conservative 4.56 7.88 10.58 -3.29 -2.23 3.36 5.66<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong> Defensive 7.43 6.22 9.88 2.45 2.10 5.57 5.92<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong>-17.05 -1.37 13.96 – – – 1.35Emerging Markets<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong> Fixed Interest 10.73 6.75 12.33 5.17 4.30 7.81 6.67<strong><strong>First</strong>Choice</strong> <strong>Wholesale</strong> GearedBoutique Australian Share-23.20 22.92 17.35 -39.99 -33.94 -15.17 -14.3443
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