Performance figures for the Trust and Permanent Products for the period ending 28 February 2010
|
Total returns to 28 February 2010 |
1 month |
3 months |
1 year |
3 years |
5 years |
|
S&P ASX 200 Accumulation Index |
2.16 |
-0.56 |
44.70 |
-3.21 |
6.68 |
|
Trust Imputation Fund |
1.98 |
-1.24 |
40.18 |
-1.93 |
6.73 |
|
Trust General Equity Common Fund VE8 |
2.00 |
-1.24 |
40.01 |
-2.09 |
6.59 |
|
Permanent Australian Equity Fund |
2.52 |
-0.70 |
39.90 |
-1.65 |
7.21 |
|
Permanent Australian Share Fund - CTF4 |
3.55 |
0.59 |
44.52 |
4.56 |
9.93 |
|
Trust Equity Common Fund QE1 |
1.89 |
-2.15 |
40.37 |
-1.67 |
6.42 |
|
S&P ASX Property Accumulation Index |
1.46 |
1.87 |
40.57 |
-23.90 |
-7.19 |
|
Trust Infrastructure & Property Related Securities Common Fund V4 |
2.18 |
3.15 |
37.32 |
-19.16 |
-5.17 |
|
Permanent Income Fund |
3.41 |
1.63 |
46.19 |
-12.07 |
-0.47 |
|
Trust Philanthropy Fund |
-0.93 |
-0.64 |
30.11 |
n/a |
n/a |
|
Trust Philanthropy Common Fund |
-0.93 |
-0.64 |
30.11 |
n/a |
n/a |
|
UBS Bank Bill Index |
0.35 |
1.02 |
3.48 |
5.80 |
5.87 |
|
Trust Cash Management Fund* |
0.23 |
0.72 |
2.39 |
4.77 |
4.89 |
|
Permanent Cash Management Fund* |
0.23 |
0.72 |
2.39 |
4.77 |
4.89 |
|
Fixed Term Mortgage Common Fund No.2* |
0.29 |
0.93 |
4.20 |
5.33 |
5.35 |
|
UBS Corporate Bond Index |
0.64 |
1.97 |
7.05 |
6.68 |
6.31 |
|
Permanent Bond Fund |
0.43 |
1.09 |
3.04 |
5.56 |
5.31 |
|
Permanent Bond Fund - CTF15 |
0.43 |
1.08 |
3.04 |
5.53 |
n/a |
* Does not assume re-investment of gross income.
Source: Trust Company Limited - Returns are net of fees and assume re-investment of gross income without deduction of income tax. Past performance is not a reliable indicator of future performance.