Each person’s circumstances and goals are different and I get enormous satisfaction from helping each individual maximise the unique financial opportunities which are available to them.
Graeme LoesFinancial Planner SSFS
Fund Performance
Personal Retirement Plan Fund Performance Periods ended 31 Dec 2011
| Investment Options | 6 Months | 1 Year | 3 Years | 5 Years | 7 Years |
|---|---|---|---|---|---|
| Cash | 1.8% | 3.7% | 3.1% | 4.0% | 4.0% |
| Capital Stable | 1.1% | 3.0% | 4.6% | 3.2% | 4.1% |
| Balanced | -3.2% | -1.5% | 7.5% | 0.2% | 3.4% |
| Growth | -5.3% | -4.2% | 7.6% | -2.1% | 2.4% |
Except for the six-month returns, all returns have been annualised. Investment returns have been calculated after deducting fees, expenses and tax payable from the Funds and reflect the movement of unit prices over the period.
The following funds commenced in July 2011: Fixed Interest, Moderate, Growth Plus, Australian Equities and International Equities. Performance data will be published as it becomes available.
Allocated Pension Fund Performance Periods ended 31 December 2011
| Investment Options | 6 Months | 1 Year | 3 Years | 5 Years | 7 Years |
|---|---|---|---|---|---|
| Cash | 2.0% | 4.1% | 3.5% | 4.5% | 4.6% |
| Capital Stable | 1.1% | 3.3% | 5.3% | 3.8% | 4.7% |
| Balanced | -2.7% | -0.9% | 8.0% | 0.5% | 4.0% |
| Growth | -4.8% | -3.4% | 8.0% | -1.8% | 3.0% |
Except for the six-month returns, all returns have been annualised. Investment returns have been calculated after deducting fees, expenses and tax payable from the Funds, and reflect the movement of unit prices over the period.
The following funds commenced in July 2011: Fixed Interest, Moderate, Growth Plus, Australian Equities and International Equities. Performance data will be published as it becomes available.
Investment Fund Fund Performance Periods ended 31 December 2011
| Investment Options | 6 Months | 1 Year | 3 Years | 5 Years | 7 Years |
|---|---|---|---|---|---|
| Cash | 2.0% | 4.1% | 3.4% | 4.5% | 4.6% |
| Capital Stable | 0.9% | 2.9% | 5.0% | 3.5% | 4.5% |
| Balanced | -3.0% | -1.4% | 7.5% | 0.1% | 3.6% |
| Growth | -5.1% | -4.1% | 7.4% | -2.3% | 2.5% |
Except for the six-month returns, all returns have been annualised. Investment returns have been calculated after deducting fees and expenses, assume that all income distributions have been reinvested, and reflect the movement of unit prices over the period. The returns do not take into account any tax payable on income distributions.
The following funds commenced in July 2011: Fixed Interest, Moderate, Growth Plus, Australian Equities and International Equities. Performance data will be published as it becomes available.
Term Allocated Pension Fund
Performance figures for the Term Allocated Pension Fund are the same as the Allocated Pension Fund returns for the periods 6 months, 1 year, 3 years and 5 years. The Term Allocated Pension Fund commenced in December 2004 and is now closed to new investors.
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