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Fund performance

Fund Name Asset Class 1 yr
% p.a.
3 yr
% p.a.
5 yr
% p.a.
10 yr
% p.a.

Superannuation Funds

Perpetual WealthFocus Super Plan (Returns as at 31/07/2010)
Perpetual Australian Share Australian Equity 14.6 -2.2 5.7 9.6
Perpetual Balanced Growth Diversified - Growth 6.5 -2.7 2.2 3.8
Perpetual Cash Cash 2.6 3.8 4.1 3.9
Perpetual Concentrated Equity Australian Equity 10.4 -0.7 7.2 --
Perpetual Conservative Growth Diversified - Conservative 6.5 1.8 3.8 4.9
Perpetual Diversified Growth Diversified - Balanced 6.2 -0.1 3.0 --
Perpetual Diversified Income Income & Fixed Interest 9.1 1.2 -- --
Perpetual Ethical SRI Australian Equity 25.6 -2.2 8.1 --
Perpetual Geared Australian Australian Equity 18.7 -16.5 1.9 --
Perpetual Global Resources International Equity 5.2 -- -- --
Perpetual Industrial Share Australian Equity 14.3 -3.9 4.1 8.3
Perpetual International Share International Equity -1.6 -8.9 -3.2 -5.2
Perpetual Mortgage Mortgages 3.4 4.0 4.4 --
Perpetual Property Income Property 12.1 -13.8 -3.5 --
Perpetual Property Securities Property 12.3 -23.8 -10.0 0.7
Perpetual SHARE-PLUS Long-Short Australian Equity 12.4 -1.3 6.0 --
Perpetual Smaller Companies Australian Equity - Smaller Companies 23.9 -5.7 6.3 12.7
Perpetual Split Growth Diversified - Growth 3.9 -6.5 -0.2 --
Quantitative Investments Alpha Share Australian Equity 5.9 -6.8 4.0 --
Perpetual WealthFocus Super Plan - External Fund Managers available (Returns as at 31/07/2010)
Aberdeen Actively Hedged International Equities (previously known as Credit Suisse Interntl Shares) International Equity 1.9 -8.8 -2.6 --
Advance Imputation Australian Equity 6.9 -2.4 4.4 --
All Star IAM Australian Share Australian Equity -- -- -- --
All Star Income Diversified - Conservative -- -- -- --
AMP Capital Global Property Securities Property -- -- -- --
AMP Capital Sustainable Share Australian Equity 7.0 -3.7 4.7 --
APN Property for Income Property 8.7 -16.5 -4.4 --
Ausbil Australian Active Equity Australian Equity 6.6 -2.5 6.2 --
Ausbil Australian Emerging Leaders Australian Equity 7.0 -5.7 -- --
Australian Unity Mortgage Income Mortgages 4.0 -- -- --
AXA Global Equity Value International Equity -1.2 -18.0 -6.6 --
BlackRock Balanced Diversified - Balanced 4.9 -3.7 1.3 --
BlackRock Global Small Cap International Equity - Smaller Companies 6.3 -11.0 -3.4 --
BlackRock Indexed Australian Listed Property (previously known as Barclays Property Securities Index Property 13.5 -17.9 -- --
BlackRock Monthly Income Fixed income 16.4 -5.5 -- --
BlackRock Scientific Australian Equity (previously known as Barclays Australian Share) Australian Equity 8.2 -6.3 4.1 --
BlackRock Scientific Diversified Growth (previously known as Barclays Diversified Growth) Diversified - Growth 4.9 -5.7 1.1 --
BlackRock Scientific Diversified Stable (previously known as Barclays Diversified Stable) Diversified - Conservative 5.4 -0.4 2.3 --
BlackRock Scientific International Equity (previously known as Barclays International Share) International Equity -1.1 -11.8 -4.4 --
BT Australian Share Australian Equity 7.2 -- -- --
BT International Share International Equity 0.7 -7.8 -2.0 --
BT Property Securities Property 11.9 -18.9 -6.8 --
Challenger Australian Share Australian Equity 8.7 -7.0 -- --
Challenger Howard Mortgage Mortgages 2.2 4.0 -- --
Colonial First State Balanced Diversified - Balanced 5.9 -1.3 2.4 --
Credit Suisse Global Income Fixed income 24.6 3.3 -- --
DWS Global Equity Thematic International Equity 3.4 -- -- --
Fidelity Australian Equities Australian Equity 11.7 -- -- --
Fortis Australian Equity Australian Equity 7.2 -2.9 5.4 --
GMO Global Equity International Equity -0.8 -11.6 -5.5 --
Goldman Sachs JBWere Australian Infrastructure Infrastructure 9.6 -- -- --
ING Diversified Fixed Interest Income & Fixed Interest 7.2 -- -- --
ING Managed Growth Diversified - Growth 6.4 -5.1 1.5 --
ING Tax Effective Income Diversified - Growth 9.8 -6.1 1.1 --
Intech Australian Shares Active Australian Equity 7.3 -5.4 3.8 --
Intech Balanced Growth Diversified - Balanced 6.6 -2.5 1.8 --
Intech Conservative Growth Diversified - Conservative 6.6 -0.3 2.1 --
Intech Growth Diversified - Growth 6.7 -4.7 1.4 --
Intech International Shares Active (Unhedged) International Equity 2.4 -10.1 -3.4 --
Investors Mutual Australian Share Australian Equity 11.7 -3.5 4.1 --
Investors Mutual Future Leaders Australian Equity - Smaller Companies 13.8 -5.8 3.9 --
Lazard Global Listed Infrastructure Infrastructure 14.6 -- -- --
Macquarie Income Opportunities Fixed income 7.0 4.8 4.0 --
MFS Global Equity International Equity -- -- -- --
Perennial Value Shares Australian Equity 6.9 -2.0 -- --
Platinum Asia International Equity 3.8 1.3 -- --
Platinum International International Equity 0.5 0.6 5.2 --
Premium China International Equity -- -- -- --
RREEF Global Property Securities Property 27.6 -12.0 -- --
Schroder Australian Equity Australian Equity 10.7 -1.7 6.6 --
Schroder Balanced Diversified - Growth 9.5 0.2 4.9 --
Schroder Fixed Income Fixed income 6.7 3.5 -- --
Schroder Global Emerging Markets International Equity -- -- -- --
Solaris Core Australian Equity Australian Equity 6.5 -4.0 4.2 --
T. Rowe Price Global Equity International Equity -0.2 -- -- --
Templeton Global Equity International Equity -2.0 -10.1 -4.6 --
UBS Defensive Investment Diversified - Conservative 6.1 0.4 2.5 --
van Eyk Blueprint - Balanced Diversified - Growth 5.4 -- -- --
van Eyk Blueprint - Capital Stable Diversified - Conservative 5.8 -- -- --
van Eyk Blueprint - High Growth Diversified - Growth 5.5 -- -- --
Vanguard Australian Fixed Interest Index Property 6.2 5.7 4.3 --
Vanguard Australian Shares Index Australian Equity -- -- -- --
Vanguard International Shares Index (Hedged) International Equity 8.8 -8.9 -0.6 --
Vanguard Property Securities Index Property 15.4 -20.3 -7.7 --
Walter Scott Global Equity (Hedged) International Equity -- -- -- --
Zurich Investments Global Thematic Share International Equity -- -- -- --
Perpetual Select Super Plan (Returns as at 31/07/2010)
Cash Investment Option Cash 2.2 1.6 2.5 2.8
Limited Share Portfolio Investment Option Australian Equity 10.4 -1.0 6.4 9.5
Perpetual Select Super Plan - External Fund Managers available (Returns as at 31/07/2010)
Australian Shares Investment Option Australian Equity 7.8 -4.9 4.2 6.9
Balanced Investment Option Diversified - Balanced 6.1 -4.0 1.6 3.5
Capital Guarantee Investment Option Diversified - Conservative 0.9 2.2 3.6 3.1
Conservative Investment Option Diversified - Conservative 6.4 -0.2 2.9 4.0
Fixed Income Investment Option Income 6.8 5.8 4.3 4.5
Geared Australian Share Investment Option Australian Equity 9.9 -15.0 -- --
Geared High Growth Investment Option Diversified - Growth 8.1 -15.5 -- --
Growth Investment Option Diversified - Growth 6.3 -6.0 0.8 2.9
High Growth Investment Option Diversified - Growth 5.9 -6.8 1.1 --
International Share Investment Option International Equity -0.3 -10.8 -3.6 -4.1
Real Estate Investment Option Property 12.3 -15.7 -5.9 1.5
Perpetual's Pooled Superannuation Trust (Returns as at 31/07/2010)
Australian Share Investment Option Australian Equity 13.1 -1.6 7.1 10.9
Balanced Growth Investment Option Diversified - Growth 7.5 -2.0 3.0 4.7
Industrial Share Investment Option Australian Industrial Shares 12.1 -3.8 4.9 9.1
International Share Investment Option International Equity -1.1 -6.4 -1.8 -3.4
Smaller Companies Share Investment Option Australian Equity 20.1 -6.0 7.0 13.6