Investments and Performance
As at 31st October 2016

  • NAME1Yr pa %
  • Growth Investment Model 3.57
  • Growth Investment Model Benchmark 3.18
  • High Growth Investment Model 3.24
  • High Growth Investment Model Benchmark 2.81
  • Income Plus Investment Model 4.05
  • Income Plus Investment Model Benchmark 3.80
  • Secure Investment Model 3.67
  • Secure Investment Model Benchmark 3.54
  • NAME1Yr pa %
  • Fixed Interest Investment Model 5.14
  • Fixed Interest Investment Model Benchmark 4.69
  • Australian Shares Investment Model 6.26
  • Australian Shares Investment Model Benchmark 5.72
  • International Shares Investment Model -0.37
  • International Shares Investment Model Benchmark -0.55
  • Property Investment Model 5.80
  • Property Investment Model Benchmark 5.76
  • NAME1Yr pa %
  • Cash Investment Model 2.05
  • Cash Investment Model Benchmark 1.98
  • Australian Direct Shares Investment Model 2.06
  • Australian Direct Shares Investment Model Benchmark 2.00
  • Perpetual Australian Investment Model 5.79
  • Perpetual Australian Investment Model Benchmark 5.63
  • Perpetual Smaller Companies Investment Model 10.30
  • Perpetual Smaller Companies Investment Model Benchmark 13.90
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