Performance in % (as of 09 March 2010), Net of All Charges.
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| Conservative Portfolio (Cash) |
| 1 week: 0.44 % |
| 1 month: 2.48 % |
| 3 months: 0.77 % |
| 1 year: 3.90 % |
| Since Inception (29 Dec 06): -3.37 % |
| YTD(From 04 Jan 10): 1.13 % |
| Annualized Performance since Inception (29 Dec 06): -1.07 % |
| An Investor who regards the need to minimize the chance of capital loss in any year as the most important considerations. He understands that this is generally means less exposure to growth assets and will mean lower real returns in the long term. |
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| Balanced Portfolio (Cash) |
| 1 week: 0.68 % |
| 1 month: 3.91 % |
| 3 months: 0.73 % |
| 1 year: 9.34 % |
| Since Inception (29 Dec 06): -3.15 % |
| YTD(From 04 Jan 10): 0.00 % |
| Annualized Performance since Inception (29 Dec 06): -1.00 % |
| An Investor who seeks a balance between higher return and chance of avoiding capital loss. He accepts that this trade off lessens both long term return and the chance of a loss in any year. |
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| Aggressive Portfolio (Cash) |
| 1 week: 1.28 % |
| 1 month: 5.15 % |
| 3 months: 0.78 % |
| 1 year: 11.61 % |
| Since Inception (29 Dec 06): -10.38 % |
| YTD(From 04 Jan 10): -0.94 % |
| Annualized Performance since Inception (29 Dec 06): -3.37 % |
| An Investor who pursues higher in the longer term by investing in the growth assets. He fully accepts that investment return will vary substantially from year to year and that there is a higher chance of capital loss in any one year. |
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| Conservative Portfolio (CPF) |
| 1 week: 0.05 % |
| 1 month: 1.01 % |
| 3 months: 0.00 % |
| 1 year: 4.95 % |
| Since Inception (29 Dec 06): -2.49 % |
| YTD(From 04 Jan 10): 0.47 % |
| Annualized Performance since Inception (29 Dec 06): -0.79 % |
| An investor who regards the need to minimise the chance of capital loss in any year as the most important consideration. He understands that this generally means less exposure to growth assets and will mean lower real returns in the long term. |
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| Balanced Portfolio (CPF) |
| 1 week: 0.60 % |
| 1 month: 2.23 % |
| 3 months: 0.42 % |
| 1 year: 7.28 % |
| Since Inception (29 Dec 06): -12.72 % |
| YTD(From 04 Jan 10): -0.30 % |
| Annualized Performance since Inception (29 Dec 06): -4.17 % |
| An investor who seeks a balance between higher returns and the chance of avoiding capital loss. He accepts that this trade off lessens both long term returns and the chance of a loss in any year. |
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| Aggressive Portfolio (CPF) |
| 1 week: 1.21 % |
| 1 month: 3.83 % |
| 3 months: 1.25 % |
| 1 year: 9.94 % |
| Since Inception (29 Dec 06): -21.40 % |
| YTD(From 04 Jan 10): -0.45 % |
| Annualized Performance since Inception (29 Dec 06): -7.25 % |
| An Investor who pursues higher in the longer term by investing in the growth assets. He fully accepts that investment return will vary substantially from year to year and that there is a higher chance of capital loss in any one year. |
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Please click here for the methodology |
