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Historical Investment Returns
|
Segregated Discretionary Balanced Accounts
|
|
31/3/2003
(9 Months)
|
2004
(12 Months)
|
2005
(12 Months)
|
2006
(12 Months)
|
2007
(12 Months)
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2008
(12 Months)
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2009
(12 Months)
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2010
(12 Months)
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2011
(6 Months)
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Total (Compounded)
(Since 31/03/2003)
|
|
|
14.00%
|
10.49%
|
18.60%
|
12.32%
|
-2.13%
|
-16.10%
|
13.00%
|
4.31%
|
-0.74%
|
61.20% or 5.96% annualised
|
|
Indicative figures only
NB: Past performance may not be a guide to future performance.
The above returns are before any capital gains tax or other applicable taxation that a particular investor may be subject to.
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