Cooper Investors

 

PERFORMANCE

Gross Performance as at 28 February 2010

     
Rolling
3 Mths
Rolling
1 Year
Rolling
2 Year
Rolling
3 Year
Rolling
5 Year
Rolling
7 Year
Since inception annualised
Since inception cumulative
  CI Australian
Equities Fund

S&P ASX 200
Accumulation Index
Inception: 4/7/02
Portfolio
0.49
32.25
-4.91
-2.44
8.94
15.51
13.29
159.96
  Benchmark
-0.56
44.70
-4.44
-3.20
6.68
12.26
9.54
100.98
  Value added
1.05
-12.45
-0.47
0.76
2.26
3.25
3.75
58.98
   
     
  CI Brunswick Fund
S&P ASX 200
Accumulation Index
Inception: 1/7/04
Portfolio
1.28
35.04
-4.45
-1.28
11.65
17.07
144.21
  Benchmark
-0.56
44.70
-4.44
-3.20
6.68
9.56
67.77
  Value Added
1.84
-9.66
-0.01
1.92
4.97
7.51
76.44
   
     
  CI Global Equities
Fund
- hedged product
*MSCI AC World net divs in local ccy Inception: 1/12/04
Portfolio
3.49
34.53
-8.41
-4.23
6.97
8.10
50.45
  Benchmark
1.57
47.97
-7.99
-6.55
1.85
2.76
15.34
  Value added
1.92
-13.44
-0.42
2.32
5.12
5.34
35.11
   
     
  CI Global Equities
Fund (Unhedged)

*MSCI AC World
net divs AUD
Inception: 1/9/08
Portfolio
2.00
3.90
-10.34
-15.05
  Benchmark
1.10
12.80
-10.15
-14.78
  Value added
0.90
-8.90
-0.19
-0.27
   
     
  CI Asian
Tiger Fund

*MSCI AC Asia
Pacific Ex Japan
Unhedged in AUD
Inception: 2/7/07
Portfolio
6.21
40.28
7.97
6.43
18.06
  Benchmark
0.49
34.77
-5.16
-5.30
-13.51
  Value added
5.72
5.51
13.13
11.73
31.57
                   

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