Cooper Investors

 

PERFORMANCE

Gross Performance as at 30 June 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
-9.87
12.69
-4.02
-7.00
6.79
13.29
12.13
149.72
  Benchmark
-11.14
13.15
-4.95
-7.85
4.53
9.74
8.28
88.85
  Value added
1.27
-0.46
0.93
0.85
2.26
3.55
3.85
60.87
   
     
  CI Brunswick Fund
S&P ASX 200
Accumulation Index
Inception: 1/7/04
Portfolio
-5.70
18.71
-2.17
-5.89
10.45
15.92
142.54
  Benchmark
-11.14
13.15
-4.95
-7.85
4.53
7.88
57.65
  Value Added
5.44
5.56
2.78
1.96
5.92
8.04
84.89
   
     
  CI Global Equities
Fund
- hedged product
*MSCI AC World net divs in local ccy Inception: 1/12/04
Portfolio
-7.45
15.77
-10.17
-7.93
5.24
7.17
47.14
  Benchmark
-10.49
12.56
-8.59
-10.44
0.53
1.71
9.94
  Value added
3.04
3.21
-1.58
2.51
4.71
5.46
37.20
   
     
  CI Global Equities
Fund (Unhedged)

*MSCI AC World
net divs AUD
Inception: 1/9/08
Portfolio
-2.69
6.36
-8.12
-14.35
  Benchmark
-4.51
6.97
-8.79
-15.49
  Value added
1.82
-0.61
0.67
1.14
   
     
  CI Asian
Tiger Fund

*MSCI AC Asia
Pacific Ex Japan
Unhedged in AUD
Inception: 2/7/07
Portfolio
7.71
44.23
19.34
10.96
36.60
  Benchmark
-1.01
15.88
3.44
-3.51
-10.17
  Value added
8.72
28.35
15.90
14.47
46.77
                   

* Copyright MSCI 2009.
Click here for MSCI Disclaimer.