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Portfolio Objective |
Allocation Set* |
1 Year |
3 Year |
5 Year |
10 Year |
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Aggressive Capital Growth |
100/00 |
3.41% |
12.28% |
19.54% |
9.58% |
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Capital Growth |
90/10 |
3.80% |
11.51% |
18.08% |
9.27% |
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Moderate Capital Growth |
80/20 |
4.20% |
10.67% |
16.50% |
8.90% |
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Moderate Growth & Income |
70/30 |
4.57% |
9.73% |
14.72% |
8.39% |
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Income & Moderate Growth |
60/40 |
4.85% |
8.82% |
13.07% |
7.93% |
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Income & Conservative Growth |
50/50 |
5.21% |
7.98% |
11.50% |
7.49% |
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Income |
40/60 |
5.67% |
7.16% |
9.91% |
6.98% |
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Conservative Income |
30/70 |
5.79% |
6.13% |
8.19% |
6.42% |
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Conservative |
20/80 |
6.15% |
5.26% |
6.64% |
5.89% |
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Capital Preservation |
10/90 |
6.59% |
4.29% |
5.03% |
5.31% |
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*Allocation Sets are comprised of Global Equities, Bonds and
Alternative Asset Classes.
The performance figures above are based on a 1.00% per annum
management fee. Click
here for
important disclosures related to these performance figures and
management fees. |
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