Fund Financial; One year; Three years; Seven years




Advance -3.9 (13) 3.9 (22) 7.6 (25)


AM Corporation -4.1 (16) 3.4 (2 8.2 (17)


AMP Balanced Growth -5.1 (25) 8.6 (12) 8.6 (14)


ANZ -7.3 (31) 4.3 (17) 9.1 (7)


AUSBIL -4.7 (22) 5.5 (5) NFA




AXA NFA NFA NFA


BGI -4.5 (19) 4.2 (19) NFA


BNP Paribas -8.9 (34) 2.0 (33) 8.7 (10)


BTFM -5.2 (27) 2.1 (32) 7.2 (27)


Citigroup Balanced -1.2 (3) 4.8 (11) 8.6 (11)




Citigroup Growth -3.7 (10) 3.9 (20) 8.5 (13)


Colonial First State -3.6 (9) 5.5 (4) NFA


Commonwealth -4.5 (20) 4.3 (16) 7.8 (23)


Credit Suisse -7.3 (30) 3.7 (26) 9.3 (4)


HSBC -6.3 (2 3.4 (29) 8.2 (1




ING -3.4 ( 4.5 (15) 9.7 (2)


INVESCO -6.7 (29) 3.5 (27) 8.2 (19)


IOOF/Perennial -4.1 (1 4.9 (10) 8.9 (9)


Macquarie -2.7 (4) 3.9 (21) 7.5 (26)


Maple-Brown Abbott 2.1 (1) 8.4 (1) 10.3 (1)




Merrill Lynch -8.1 (33) 2.7 (31) 8.0 (21)


MLC Balanced -4.9 (24) 4.6 (12) 8.4 (15)


Norwich Union Life -4.1 (17) 5.1 ( 9.3 (5)


Perpetual -3.9 (14) NFA NFA


Portfolio Partners -3.9 (12) 4.3 (1 NFA




Rothschild -7.4 (32) 3.1 (30) 8.0 (22)(13)


Schroders -2.9 (5) 6.4 (2) 9.4 (3)


SSgA -5.1 (26) 3.7 (25) NFA


Suncorp -3.0 (6) 5.4 (6) 8.3 (16)


TOWER -4.8 (23) 3.8 (23) 8.2 (20)




Tyndall 1.3 (2) 6.1 (3) 9.0 (


United - SMF - 3.3 (7) 3.7 (24) 7.7 (24)


Vanguard -3.8 (11) (11) 4.5 (14) NFA


Westpac -4.1 (15) 5.2 (7) 8.5 (14)


Zurich -4.6 (21) 5.1 (9) 9.2 (6)




Funds 34 33 27


Average -4.3 4.4 8.5


Asset-Weighted Average -4.6 4.4 8.4


Upper Quartile -3.6 5.1 9.0


Median -4.1 4.3 8.5


Lower Quartile -5.1 3.7 8.1




Australian Shares -4.7 6.3 10.9


International Shares (Unhedged) -23.5 -3.8 9.4


International Shares (Hedged) -19.3 -8.6 8.2


Unlisted Property (est) 10.1 10.5 9.8


Listed Property 14.9 13.5 12.2


Australian Bonds 6.2 6.6 8.5


Inflation-Linked Bonds 7.3 8.5 9.0


International Bonds (Unhedged) 2.9 10.3 7.7


International Bonds (Hedged) 7.7 7.2 8.8


Cash 4.7 5.4 5.9






These are growth funds which have 60-75 per cent of their assets in shares and property. They are for super funds and wholesale clients but some give access to smaller investors through master trusts or retail feeder plans.


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