We provide an entire suite of investments covering a range of performance benchmarks and risk tolerances. Whether you require a directly managed mandate or participation in a trust, we work with you to ensure your objectives are met.
Featured below is a concise selection of our available investment opportunities.
We do not provide in this site any investment, financial product, legal or taxation advice as to the suitability of the products and services described in this site for your particular objectives, financial situation or needs. Financial product and investment advice given in this site, including forecasts and opinions, is general advice only. This advice has been prepared without taking into account your particular objectives, financial situation and needs.
| Australian Equities Trust | |||||||||||||||||||||||
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Returns as at 31 January 2012 |
1 mth | 3 mths | 6 mths | 1 yr | 3 yrs | 5 yrs | 10 yrs |
Since Inception November 1995 |
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| Return* | 5.15 | 2.32 | -0.39 | -5.42% | 12.02% p.a. | -1.77% p.a. | 7.87% p.a. | 9.72% p.a. | |||||||||||||||
| Active Return | 0.07 | 2.26 | 0.80 | 0.75% | 0.81% p.a. | -0.08% p.a. | 1.32% p.a. | 1.48% p.a. | |||||||||||||||
*Calculated using end of month hard close prices. Returns are gross of taxes and fees.
Australian Equities Trust benchmark is the S&P/ASX 200 Accumulation Index.
Australian Equities Trust Size - $96 million (as at 31/01/2012).
Past performance is not a reliable indicator of future performance.
| Australian Fixed Interest Trust | |||||||||||||||||||||||
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Returns as at 31 January 2012 |
1 mth | 3 mths | 6 mths | 1 yr | 3 yrs | 5 yrs | 10 yrs |
Since Inception November 1995 |
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| Return* | 0.20 | 2.19 | 4.40 | 9.70% | 6.53% p.a. | 7.32% p.a. | 6.65% p.a. | 7.40% p.a. | |||||||||||||||
| Active Return | 0.05 | -0.49 | -0.66 | -0.82% | 0.66% p.a. | -0.01% p.a. | 0.18% p.a. | 0.33% p.a. | |||||||||||||||
*Calculated using end of month hard close prices. Returns are gross of taxes and fees.
Australian Fixed Interest benchmark is the UBSA Composite Bond Index.
Australian Fixed Interest Trust Size - $51 million (as at 31/01/2012).
Past performance is not a reliable indicator of future performance.
This information is of a general nature only and is not personal advice. It is for the use of researchers, licensed financial advisers and their authorised representatives. It does not take into account the objectives, financial situation or needs of any individual. Investors should consult a financial adviser and the information contained in the current Information Memorandum (‘IM’) before deciding to invest in the Trust. Past performance is no guarantee of future performance.
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