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 1Investment options 2012 2011 2010 2009 20085 yearcompoundaverage rateof returnSinceinception 5Integrity <strong>Wholesale</strong> Australian Share -10.72 – – – – – -3.22– No.2 3Investors Mutual <strong>Wholesale</strong>2.34 14.11 15.61 -9.16 -18.81 -0.09 7.30Australian ShareIronbark Karara <strong>Wholesale</strong>-6.86 – – – – – -9.77Australian ShareLodestar <strong>Wholesale</strong> Australian– -0.09 11.53 – – – n/aStrategic Share 4Macquarie <strong>Wholesale</strong> Income3.88 8.86 9.42 – – – 7.53OpportunitiesMagellan <strong>Wholesale</strong> Global 16.09 - - - - - 14.51Maple-Brown Abbott <strong>Wholesale</strong> -5.70 9.48 11.80 -9.49 -9.36 -1.09 6.76ImputationMerlon <strong>Wholesale</strong> Australian-2.52 8.47 10.91 -8.33 – – 0.63Share IncomeMFS <strong>Wholesale</strong> Global Equity 0.50 5.05 8.68 – – – 4.23Perennial Value <strong>Wholesale</strong>-9.47 8.40 13.09 -10.87 -11.43 -2.61 6.75Australian SharePerpetual <strong>Wholesale</strong>– – – – – – 2.02Australian Share 2Perpetual <strong>Wholesale</strong>1.63 7.58 12.24 -10.75 -9.03 -0.07 5.28Balanced GrowthPerpetual <strong>Wholesale</strong>5.23 5.51 9.44 -1.25 -1.48 3.41 5.55Conservative GrowthPerpetual <strong>Wholesale</strong>3.66 5.99 10.42 -5.14 -6.02 1.58 5.21Diversified GrowthPerpetual <strong>Wholesale</strong>– – – – – – 0.25Diversified Income 2Perpetual <strong>Wholesale</strong>5.72 10.52 14.85 -6.96 -22.24 -0.59 7.40Industrial SharePerpetual <strong>Wholesale</strong> International -0.66 -2.31 3.47 -10.84 -21.77 -6.88 -0.55Perpetual <strong>Wholesale</strong> Split Growth 1.89 2.64 8.27 -8.44 -21.60 -4.06 2.27Platinum <strong>Wholesale</strong> Asia -6.27 -4.20 – – – – -2.43Platinum <strong>Wholesale</strong> International -8.25 -6.10 11.44 16.20 -16.57 -1.42 3.26PM Capital <strong>Wholesale</strong> Absolute -0.52 -0.30 13.35 -15.28 -35.50 -9.28 -6.16PerformancePM Capital <strong>Wholesale</strong>-6.19 18.14 16.97 -7.79 -28.69 -3.14 6.19Australian SharePM Capital <strong>Wholesale</strong>4.83 6.68 7.00 5.86 2.86 5.44 5.80Enhanced YieldPrincipal <strong>Wholesale</strong>Property Securities11.59 7.10 20.75 – – – 14.9445
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