Our clients enjoy solid returns without unnecessary risk. A summary of our performance track record is provided in the tables below.
Please note past performance is not a reliable indicator of future performance.
SIM Australian Equities Trust
| Returns as at 31 January 2012 |
1 MTH (%) |
3 MTHS (%)
|
6 MTHS (%)
|
1 YEAR (% p.a.)
|
3 YEARS (% p.a.) |
5 YEARS (% p.a.) |
10 YEARS (% p.a.) |
Since Inception November 1995 |
| Return* | 5.15 | 2.32 | -0.39 | -5.42 | 12.02 | -1.77 | 7.87 | 9.72 |
| Active Return | 0.07 | 2.26 | 0.80 | 0.75 | 0.81 | -0.08 | 1.32 | 1.48 |
*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 Fixed Interest Trust
| Returns as at 31 January 2012 |
1 MTH (%) |
3 MTHS (%)
|
6 MTHS (%)
|
1 YEAR (% p.a.)
|
3 YEARS (% p.a.) |
5 YEARS (% p.a.) |
10 YEARS (% p.a.) |
Since Inception November 1995 |
| Return* | 0.20 | 2.19 | 4.40 | 9.70 | 6.53 | 7.32 | 6.65 | 7.40 |
| Active Return | 0.05 | -0.49 | -0.66 | -0.82 | 0.66 | -0.01 | 0.18 | 0.33 |
*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.
World Fixed Interest Trust
| Returns as at 31 January 2012 |
1 MTH (%) |
3 MTHS (%)
|
6 MTHS (%)
|
1 YEAR (% p.a.)
|
3 YEARS (% p.a.) |
5 YEARS (% p.a.) |
10 YEARS (% p.a.) |
Since Inception November 1995 |
| Return* | 0.59 | 2.36 | 5.56 | 11.35 | 9.21 | 9.30 | 8.49 | 8.22 |
| Active Return | -0.34 | -0.86 | -1.53 | -1.02 | 0.51 | 0.25 | 0.32 | 0.06 |
*Calculated using end of month hard close prices. Returns are gross of taxes and fees.
World Fixed Interest Trust benchmark is the JP Morgan Global Traded - ex Australia Total Return Index Hedged into AUD.
Property Securities Trust
| Returns as at 31 January 2012 |
1 MTH (%) |
3 MTHS (%)
|
6 MTHS (%)
|
1 YEAR (% p.a.)
|
3 YEARS (% p.a.) |
5 YEARS (% p.a.) |
10 YEARS (% p.a.) |
Since Inception November 1995 |
| Return* | 5.38 | 5.18 | 6.68 | 0.55 | 6.90 | -14.46 | 1.71 | 4.96 |
| Active Return | -0.03 | -0.15 | -0.98 | -0.86 | -0.43 | -0.07 | 0.26 | -0.25 |
Property Securities Trust benchmark is the S&P/ASX 200 Property Trusts Accumulation Index.
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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