Performance

This list below is the performance of Freeman Fox’s Approved Product List (APL) as at August 2014

This is the list of investment products that Advisers could select from in their recommendations to clients.

It is important to note that every single investment has had positive performance over 1 year, 2 years, 5 years and 10 Years despite going through the worse Global Share market meltdown in our life time.

Only one fund is down over 3 years and only 5 funds are down over 7.

It is highly likely that the vast majority our Freeman Fox’s clients who remained invested would have had positive results.

This is a testimony to the Freeman Fox selection criteria, and the members of it’s Investment Committee who selected the funds that made up the APL.

Freeman Fox Approved Product List
Annualised returns †
1 Year 2 Years 3 Years 5 Years 7 Years 10 Years Since Inception Inception Date
Aberdeen Australian Fixed Income FSF0231AU 4.34% 3.20% 5.21% 5.95% 5.56%  – 5.35% 30-Apr-07
Acadian Australian Equity FSF0782AU 16.37% 18.87% 11.28% 8.64% 0.19%  – 3.35% 6-Mar-06
Acadian Australian Equity Long Short FSF0814AU 20.15% 23.55% 14.50% 9.33% 0.98%  – 4.75% 6-Mar-06
AMP Capital Global Property Securities FSF1208AU 14.25% 12.99% 12.15%  –  –  – 12.20% 11-Apr-11
Ausbil Australian Active Equity FSF0237AU 16.89% 20.98% 13.19% 9.09% 3.35%  – 8.15% 31-May-05
Ausbil Australian Emerging Leaders FSF0730AU 23.11% 22.14% 8.06% 8.95% 2.16%  – 2.29% 30-Apr-07
BT Active Balanced FSF0258AU 11.17% 15.82% 11.63% 8.17% 2.80% 5.83% 5.18% 14-May-02
BT Core Australian Share FSF0241AU 15.84% 20.06% 11.77% 8.60% 2.45% 8.54% 7.91% 14-May-02
BT Core Global Share FSF0245AU 10.54% 26.88% 18.05% 10.05% 1.54% 3.41% 0.87% 14-May-02
Colonial First State  Diversified FSF0261AU 10.15% 14.85% 10.49% 7.92% 2.38% 5.44% 4.50% 14-May-02
Colonial First State Australian Share – Core FSF0238AU 13.02% 17.52% 12.03% 9.35% 3.76% 9.83% 9.08% 14-May-02
Colonial First State Balanced FSF0254AU 8.13% 10.92% 6.87% 5.85% 2.39% 4.63% 4.34% 14-May-02
Colonial First State Cash FSF0228AU 1.92% 2.30% 2.78% 3.30% 3.91% 4.19% 4.14% 13-May-02
Colonial First State Conservative FSF0257AU 5.87% 7.91% 6.07% 5.56% 3.62% 5.07% 4.80% 14-May-02
Colonial First State Diversified Fixed Interest FSF0229AU 4.29% 3.84% 4.01% 5.72% 5.28% 5.06% 5.27% 13-May-02
Colonial First State Equity Income FSF0723AU 10.87% 14.11% 10.34% 8.46%  –  – 5.13% 19-May-08
Colonial First State Future Leaders FSF0089AU 18.25% 19.04% 9.31% 10.67% 2.63% 9.60% 10.13% 4-May-04
Colonial First State Global Resources FSF0244AU 17.98% 10.02% -5.94% 0.37% -3.16% 6.47% 6.92% 14-May-02
Colonial First State High Growth FSF0263AU 12.09% 20.02% 12.30% 8.64% 1.75% 6.05% 4.62% 14-May-02
Colonial First State Imputation FSF0232AU 14.31% 19.62% 12.64% 9.51% 3.12% 8.64% 7.78% 14-May-02
Colonial First State Index Aust Share FSF0233AU 15.29% 18.85% 12.29% 9.46% 2.40% 8.43% 7.95% 14-May-02
Colonial First State Index Property Securities FSF0662AU 16.51% 16.08% 18.71% 13.81% -3.71%  – 1.56% 6-Oct-04
Fidelity Australian Equities FSF0808AU 17.35% 20.84% 13.84% 11.19%  –  – 11.19% 31-Jul-09
FirstChoice Australian Share FSF0220AU 14.84% 18.84% 11.73% 8.46% 2.58% 8.37% 7.74% 14-May-02
FirstChoice Australian Small Companies FSF0410AU 15.38% 14.29% 7.01% 9.60% -0.34% 7.52% 10.72% 3-Mar-03
FirstChoice Balanced FSF1025AU 10.47% 13.74% 9.85% 8.47%  –  – 9.37% 1-Jun-09
FirstChoice Conservative FSF0223AU 6.29% 7.49% 6.73% 6.60% 4.03% 5.32% 5.08% 14-May-02
FirstChoice Defensive FSF0227AU 4.80% 5.04% 5.75% 6.02% 4.93% 5.16% 5.09% 14-May-02
FirstChoice Emerging Markets FSF0985AU 8.19% 15.51% 3.84% 2.05%  –  – 6.23% 17-Nov-08
FirstChoice Fixed Interest FSF0219AU 5.32% 4.34% 6.05% 6.95% 6.24% 5.65% 5.66% 13-May-02
FirstChoice Geared Australian Share FSF0873AU 28.34% 36.95% 17.53% 10.52% -5.05%  – -4.98% 30-Apr-07
FirstChoice Geared Global Share FSF0265AU 15.54% 35.51% 22.71% 13.69% 0.73% 3.44% -1.88% 14-May-02
FirstChoice Geared Growth Plus FSF0924AU 22.79% 30.28% 17.41% 13.05%  –  – 1.50% 19-May-08
FirstChoice Global Infrastructure Securities FSF0874AU 20.71% 21.67% 17.29% 15.78% 6.03%  – 5.26% 30-Apr-07
FirstChoice Global Property Securities FSF0727AU 14.57% 12.91% 11.63% 17.40% 1.02%  – -0.63% 30-Apr-07
FirstChoice Global Share FSF0221AU 11.36% 26.33% 15.47% 8.14% -0.84% 2.11% 0.10% 14-May-02
FirstChoice Growth FSF0225AU 11.44% 15.55% 10.69% 8.88% 2.02% 5.77% 5.18% 14-May-02
FirstChoice High Growth FSF0226AU 14.50% 19.76% 12.34% 10.19% 1.57% 6.04% 4.54% 14-May-02
FirstChoice Lower Volatility Australian Share FSF0094AU 11.19% 16.00% 9.66% 7.57% 0.72% 7.04% 7.38% 4-May-04
FirstChoice Moderate FSF0224AU 9.70% 12.53% 9.45% 8.32% 3.10% 5.79% 5.34% 14-May-02
Goldman Sachs Global Small Companies FSF0093AU 13.90% 31.86% 19.18% 12.20% 2.04% 5.06% 4.96% 4-May-04
Macquarie Income Opportunities FSF1024AU 3.77% 4.94% 4.40% 5.72%  –  – 6.11% 1-Jun-09
Maple-Brown Abbott Imputation FSF0239AU 15.74% 20.93% 13.88% 8.44% 3.80% 7.94% 7.38% 14-May-02
Perennial Value Australian Share FSF0095AU 17.46% 20.91% 11.88% 7.56% 2.53% 8.08% 8.46% 4-May-04
Perpetual Australian Share FSF1242AU 16.94% 21.68%  –  –  –  – 22.13% 28-May-12
Perpetual Balanced Growth FSF0259AU 9.64% 15.61% 11.58% 8.62% 3.62% 6.35% 5.99% 14-May-02
Perpetual Conservative Growth FSF0256AU 5.90% 8.64% 7.80% 6.60% 4.46% 5.63% 5.50% 14-May-02
Perpetual Diversified Growth FSF0253AU 8.06% 12.75% 10.20% 7.79% 4.22% 5.93% 5.56% 14-May-02
Perpetual Diversified Income FSF1248AU 4.33% 4.44%  –  –  –  – 4.45% 28-May-12
Perpetual Industrial Share FSF0235AU 17.35% 23.66% 19.19% 13.00% 4.68% 8.86% 9.05% 14-May-02
Perpetual International FSF0246AU 5.52% 22.07% 14.53% 6.68% 0.28% 2.53% 0.38% 14-May-02
Platinum Asia FSF1082AU 18.98% 23.72% 12.16%  –  –  – 8.01% 22-Mar-10
Platinum International FSF0409AU 12.38% 27.86% 14.67% 7.14% 5.24% 6.88% 8.59% 9-Jan-03
UBS Australian Share FSF0236AU 13.72% 18.92% 11.98% 9.36% 2.06% 8.63% 7.94% 14-May-02
Zurich Investments Global Thematic Share FSF1207AU 9.54% 20.39% 12.89%  –  –  – 10.34% 11-Apr-11

*Source CFS.  Information up to date as at August 2014.  For updates…

Specific Disclaimer

This publication is not investment advice.  It is intended for wide distribution and then only to inform and illustrate.

The information contained in this website is general information only and is not designed for the purpose of providing personal, financial or investment advice and no consideration has been given or will be given to your investment objectives, financial situation or needs.

No person, persons or organisation should invest monies or take other action on reliance of the material contained in this site, but instead should satisfy themselves independently (whether by expert advice or otherwise) of the appropriateness of any such action.

Any examples presented are for illustration purposes only. Returns may vary as a result of a number of factors including timing, market conditions and sentiment.  Actual results achieved in the market can vary considerably.

Past performance is not a reliable indicator of future performance.

Whilst all care has been taken in compiling the information and is provided in good faith, it is not to be relied on as a substitute for professional advice.

None of the information provided constitutes, and must not be construed as, an offer of securities or other financial instruments. Nor is it an invitation to you to take up securities or other financial products. Nor is it a recommendation to deal in any securities or other financial products.

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