NEWS ON STOCKS
Fund Financial 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. (_) denotes ranking