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PIC Investments Performance Update

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Presentation on theme: "PIC Investments Performance Update"— Presentation transcript:

1 PIC Investments Performance Update
APPENDIX Year ended 31 March 2015 Confidential - Advisor Use Only

2 General advice warning and disclaimer
This information has been provided by Jana Corporate Investment Services Limited (ABN ) a member of the National Group, 105–153 Miller Street, North Sydney 2060. Any opinions expressed in this communication constitute our judgement at the time of issue and are subject to change. We believe that the information contained in this communication is correct and that any estimates, opinions, conclusions or recommendations are reasonably held or made as at the time of compilation. However, no warranty is made as to their accuracy or reliability (which may change without notice) or other information contained in this communication. This communication contains general information and does not constitute financial product advice. It should not be relied upon as a substitute for financial or other specialist advice. Before making any decisions on the basis of this communication, you should consider the appropriateness of its content having regard to your particular investment objectives, financial situation or individual needs. Confidential - Advisor Use Only

3 Agenda PIC 0/100 Portfolio PIC 30/70 Portfolio PIC 50/50 Portfolio
PIC Australian Share Portfolio PIC Hedged Global Share Portfolio PIC Inflation Plus Portfolio PIC Wholesale Funds Standard Deviation Confidential - Advisor Use Only

4 1. PIC 0/100 Portfolio Total Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

5 1. PIC 0/100 Portfolio Growth & Income Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

6 2. PIC 30/70 Portfolio Total Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

7 2. PIC 30/70 Portfolio Growth & Income Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

8 2. PIC 30/70 Portfolio Asset Class Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

9 2. PIC 30/70 Portfolio Peer Relative Performance
Source: Morningstar Direct Please note the PIC performance is sourced from Morningstar Direct and does not include the Management Fee Rebate. Confidential - Advisor Use Only

10 3. PIC 50/50 Portfolio Total Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

11 3. PIC 50/50 Portfolio Growth & Income Returns
* year returns provided are for the equivalent MLC Wholesale Fund for an indication of longer term performance. Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

12 3. PIC 50/50 Portfolio Asset Class Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

13 3. PIC 50/50 Portfolio Peer Relative Performance
Source: Morningstar Direct Please note the PIC performance is sourced from Morningstar Direct and does not include the Management Fee Rebate. Confidential - Advisor Use Only

14 4. PIC 70/30 Portfolio Total Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

15 4. PIC 70/30 Portfolio Growth & Income Returns
* year returns provided are for the equivalent MLC Wholesale Fund for an indication of longer term performance. Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

16 4. PIC 70/30 Portfolio Asset Class Returns
Please note the latest period is calendar year to date. As at 31 December 2014 Source: MLC Confidential - Advisor Use Only

17 4. PIC 70/30 Portfolio Peer Relative Performance
Source: Morningstar Direct Please note the PIC performance is sourced from Morningstar Direct and does not include the Management Fee Rebate. Confidential - Advisor Use Only

18 5. PIC 85/15 Portfolio Total Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

19 5. PIC 85/15 Portfolio Growth & Income Returns
* year returns provided are for the equivalent MLC Wholesale Fund for an indication of longer term performance. Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

20 5. PIC 85/15 Portfolio Asset Class Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Confidential - Advisor Use Only

21 5. PIC 85/15 Portfolio Peer Relative Performance
Source: Morningstar Direct Please note the PIC performance is sourced from Morningstar Direct and does not include the Management Fee Rebate. Confidential - Advisor Use Only

22 6. PIC 100/0 Portfolio Total Returns
Please note the latest period is calendar year to date. As at 31 December 2014 Source: MLC Confidential - Advisor Use Only

23 6. PIC 100/0 Portfolio Growth & Income Returns
* year returns provided are for the equivalent MLC Wholesale Fund for an indication of longer term performance. Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

24 6. PIC 100/0 Portfolio Asset Class Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

25 6. PIC 100/0 Portfolio Peer Relative Performance
Source: Morningstar Direct Please note the PIC performance is sourced from Morningstar Direct and does not include the Management Fee Rebate. Confidential - Advisor Use Only

26 7. PIC Australian Share Portfolio Total Returns
Please note the latest period is calendar year to date. * For longer periods the returns of the equivalent wholesale fund have been provided As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

27 7. PIC Australian Share Portfolio Excess Returns
*S&P/ASX 300 prior to Sep 2012, S&P/ASX 200 prior to Nov 2002 Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

28 7. PIC Australian Share Portfolio Growth & Income Returns
* year returns provided are for the equivalent MLC Wholesale Fund for an indication of longer term performance. Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

29 7. PIC Australian Share Portfolio Peer Relative Performance
Source: Morningstar Direct Please note the PIC performance is sourced from Morningstar Direct and does not include the Management Fee Rebate. Confidential - Advisor Use Only

30 8. PIC Hedged Global Share Portfolio Total Returns
Please note the latest period is calendar year to date. * For longer periods the returns of the equivalent wholesale fund have been provided As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

31 8. PIC Hedged Global Share Portfolio Excess Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

32 8. PIC Hedged Global Share Portfolio Growth & Income Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

33 8. PIC Hedged Global Share Portfolio Peer Relative Performance
Source: Morningstar Direct Confidential - Advisor Use Only

34 9. PIC Inflation Plus – Assertive Portfolio Total Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

35 9. PIC Inflation Plus – Assertive Portfolio Growth & Income Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

36 9. PIC Inflation Plus – Assertive Portfolio Asset Class Returns
Please note the latest period is calendar year to date. As at 31 March 2015 Source: MLC Confidential - Advisor Use Only

37 10. PIC Wholesale Funds Standard Deviation (after taking into account fees)
Source: Morningstar Direct Please note the PIC performance is sourced from Morningstar Direct and does not include the Management Fee Rebate. Confidential - Advisor Use Only

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