Partners Model Portfolio Performance*+
|
Defensive |
Moderately Defensive |
Balanced |
Growth |
High Growth |
|
9.58% |
10.01% |
10.61% |
10.11% |
10.51% |
|
8.10% |
9.40% |
10.50% |
11.20% |
10.70% |
|
1.48% |
0.61% |
0.11% |
(1.09%) |
(0.19%) |
*Summit Portfolios with Australian Equity Asset Allocation of $50,000 or more. Past performance is not a reliable indicator of future performance. Portfolio returns are notional returns and reflect the historic performance over the previous 12 months if the investment allocation as at 30/06/2010 had been held constant over the full year. Model Portfolio performance is calculated before taxes, platform fees and brokerage costs but after managed funds fees.
Partners Model Average Portfolio Returns +
|
Defensive |
Moderately Defensive |
Balanced |
Growth |
High Growth |
|
9.58% |
10.01% |
10.61% |
10.11% |
10.51% |
|
1.69% |
0.54% |
(0.49%) |
(1.75%) |
(2.76%) |
|
0.60% |
(2.80%) |
(6.20%) |
(8.70%) |
(10.60%) |
|
1.09% |
3.34% |
5.71% |
6.95% |
7.84% |
|
5.69% |
6.29% |
7.18% |
7.12% |
7.47% |
|
3.90% |
3.10% |
2.20% |
1.50% |
0.90% |
|
1.79% |
3.19% |
4.98% |
5.62% |
6.57% |
Direct Equity Portfolio Performance
|
Month |
Qtr |
Year |
3 years (pa) |
Since Inception¹ |
|
(3.8%) |
(11.6%) |
9.2% |
(0.5%) |
336.5% |
|
(2.5%) |
(11.2%) |
13.5% |
(7.2%) |
125.7% |
|
(1.2%) |
(0.4%) |
(4.3%) |
6.7% |
210.8% |
¹Inception date 17 April 2000
²Investment Performance is calculated before fees, charges, brokerage and taxes. Dividends are reinvested at the end of each month
The portfolio is reset at the end of each month back to the model portfolio weightings. This prevents portfolio weightings from skewing over time and ensures performance figures remain relevant. The Lonsec Core Model portfolio is a fully-invested national portfolio. Lonsec does not manage a physical portfolio. Past performance is not a reliable indicator of future performance.
+Charter Financial Planning Limited, Australian Financial Services Licensee, Licence number 234665.This information has been prepared by Charter Financial Planning Limited, ABN 35 002 976 294 and is for general information only. Past performance is no indication of future performance. Every effort has been made to ensure that it is accurate; however it is not intended to be a complete description of the matters described. It does not contain and is not to be taken as containing any advice or recommendation. Furthermore, it is not intended that it be relied on by recipients for the purpose of making investment and/or business decisions. Charter Financial Planning does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this presentation. Except insofar as any liability under statute cannot be excluded, Charter Financial Planning, its employees, and authorised representatives do not accept any liability for any error or omission in this presentation or for any resulting loss or damage. The information contained in the letter is not guaranteed as accurate or complete by PARTNERS Retirement Planning and Investment Advisors.
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