Performance figures for the Trust and Permanent Products for the period ending 31 August 2008
|
Compound average returns to 31 August 2008 |
1 year % |
3 years % p.a. |
5 years % p.a. |
|
S&P ASX 200 Accumulation Index |
-14.24 |
9.43 |
14.69 |
|
Trust Imputation Fund |
-14.29 |
8.18 |
12.87 |
|
Trust General Equity Common Fund VE8 |
-14.61 |
8.00 |
13.46 |
|
Permanent Australian Equity Fund |
-13.76 |
8.85 |
13.51 |
|
Permanent Australian Share Fund - CTF4 |
-11.05 |
11.13 |
16.23 |
|
S&P ASX 200 |
-17.79 |
4.92 |
9.92 |
|
Trust Equity Common Fund QE1^ |
-16.23 |
4.76 |
9.62 |
|
S&P ASX 2000 Property Index |
-39.65 |
-7.58 |
0.03 |
|
Trust Infrastructure & Property Related Securities Common Fund V4^ |
-34.94 |
-7.12 |
1.97 |
|
Permanent Income Fund |
-26.88 |
0.84 |
7.47 |
|
Trust Cash Management Fund* |
6.57 |
5.68 |
5.26 |
|
Fixed Term Mortgage Common Fund No.2* |
5.84 |
5.51 |
5.22 |
|
Permanent Bond Fund |
6.31 |
5.23 |
5.23 |
|
Permanent Bond Fund - CTF15 |
6.25 |
5.18 |
n/a |
|
Trust Philanthropy Fund |
n/a |
n/a |
n/a |
|
Trust Philanthropy Common Fund |
n/a |
n/a |
n/a |
* Does not assume re-investment of gross income.
^ Capital Only return
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.