SUPER - NET INVESTMENT PERFORMANCE - 2007/08


WESTSCHEME SUPERANNUATION FUND
Net Investment Performance - 2007/08 (after deducting fees and applicable taxes)



Trustee's
Selection
Screened
Investment
Target
Return
Cash Australian
Shares
Overseas
Shares
Bonds
Month % % % % % % %
Jul 07 -1.44 -1.29 -0.72 0.38 -1.66 -3.07 0.46
Aug 07 1.77 1.95 0.21 0.26 2.24 4.31 0.71
Sept 07 0.82 0.75 0.65 0.47 5.45 -3.73 0.02
Oct 07 0.36 0.01 -0.72 0.40 3.36 -1.48 -0.08
Nov 07  -0.26 -0.02 1.20 0.09 -2.65  0.12  0.31
Dec 07 0.22 0.12 2.45

0.45

-2.78 -0.64 -0.02
Jan 08 -4.97 -4.46 -0.93 0.17  -9.97 -7.52 0.90
Feb 08 -0.85 -0.78 -0.05 0.05 -0.63 -3.00 -0.60
Mar 08 -0.49 -0.29 0.61 -0.09 -3.12 0.04 1.31
Apr 08

1.21

1.09

-1.08

0.66

4.26

2.71

0.27

May 08 0.59 0.06 -0.24 0.72 1.72 0.96 0.03
Jun 08

-4.40

-4.77 -2.19 0.26 -6.26 -7.22 0.10
see below (a) -7.42 -7.59

-0.89

3.88 -10.64 -17.64

3.45

 

Please note:
Figures in italics are interim figures only. Where the most current month is not complete, the net investment performance for the month is calculated on a grossed-up basis by assuming that the net investment performance rates for the month-to-date will be maintained over the full month.  The interim monthly rates are revised at least weekly.

Past performance is not a guarantee of future performance.

Historical rates can be viewed here.  Historical rates are also published in Westscheme's Annual Report to Members which can be accessed from Publications/Forms above.

(a) Notional net investment performance from 1 July 2007 to the end of the current month reported.