As of April 2004, Old Mutual's Multi-Managed Smoothed Bonus 95% & 100% Portfolios were made available to investors.
| |
2006 |
2007 |
2008 |
2009 |
2010 | 2011 |
2012 |
| Jan |
1.50% |
1.30% |
0.90% |
0.40% |
0.60% | 0.70% |
0.60% |
| Feb |
2.00% |
1.30% |
0.80% |
0.40% |
0.60% | 0.70% |
0.70% |
| March |
2.00% |
1.60% |
0.80% |
0.40% |
0.60% | 0.70% |
0.80% |
| April |
2.20% |
1.80% |
0.80% |
0.40% |
0.60% | 0.70% |
0.80% |
| May |
2.20% |
2.00% |
0.80% |
0.40% |
0.80% |
0.80% |
0.80% |
| June |
2.20% |
2.00% |
0.80% |
0.40% |
0.60% | 0.80% |
|
| July |
2.00% |
2.00% |
0.60% |
0.40% |
0.60% | 0.80% |
|
| Aug |
1.50% |
2.60% |
0.60% |
0.60% |
0.60% | 0.80% |
|
| Sep |
1.50% |
1.70% |
0.60% |
0.60% |
0.60% | 0.70% |
|
| Oct |
1.30% |
1.50% |
0.40% |
0.60% |
0.70% | 0.80% |
|
| Nov |
1.50% |
1.30% |
0.40% |
0.60% |
0.70% | 0.80% |
|
| Dec |
1.50% |
0.90% |
0.40% |
0.60% |
0.70% | 0.80% |
|
| |
2006 |
2007 |
2008 |
2009 |
2010 | 2011 |
2012 |
| Jan |
1.54% |
1.34% |
0.95% |
0.44% |
0.64% | 0.74% |
0.64% |
| Feb |
2.04% |
1.34% |
0.85% |
0.44% |
0.64% | 0.74% |
0.74% |
| March |
2.04% |
1.64% |
0.85% |
0.44% |
0.64% | 0.74% |
0.84% |
| April |
2.24% |
1.84% |
0.85% |
0.44% |
0.64% | 0.74% |
0.84% |
| May |
2.24% |
2.04% |
0.85% |
0.44% |
0.84% | 0.84% |
0.84% |
| June |
2.24% |
2.04% |
0.85% |
0.44% |
0.64% | 0.84% |
|
| July |
2.04% |
2.04% |
0.64% |
0.44% |
0.64% | 0.84% |
|
| Aug |
1.54% |
2.64% |
0.64% |
0.64% |
0.64% | 0.84% |
|
| Sep |
1.54% |
1.74% |
0.64% |
0.64% |
0.64% | 0.74% |
|
| Oct |
1.34% |
1.54% |
0.44% |
0.64% |
0.74% | 0.84% |
|
| Nov |
1.54% |
1.35% |
0.44% |
0.64% |
0.74% | 0.84% |
|
| Dec |
1.54% |
0.95% |
0.44% |
0.64% |
0.74% | 0.84% |
|
| |
2006 |
2007 |
2008 |
2009 |
2010 | 2011 |
2012 |
| Jan |
1.58% |
1.38% |
1.00% |
0.48% |
0.68% | 0.78% |
0.68% |
| Feb |
2.08% |
1.38% |
0.90% |
0.48% |
0.68% | 0.78% |
0.78% |
| March |
2.08% |
1.68% |
0.90% |
0.48% |
0.68% | 0.78% |
0.88% |
| April |
2.28% |
1.88% |
0.90% |
0.48% |
0.68% | 0.78% |
0.88% |
| May |
2.28% |
2.08% |
0.90% |
0.48% |
0.88% | 0.88% |
0.88% |
| June |
2.28% |
2.08% |
0.90% |
0.48% |
0.68% | 0.88% |
|
| July |
2.08% |
2.08% |
0.68% |
0.48% |
0.68% | 0.88% |
|
| Aug |
1.58% |
2.68% |
0.68% |
0.68% |
0.68% | 0.88% |
|
| Sep |
1.58% |
1.78% |
0.68% |
0.68% |
0.68% | 0.78% |
|
| Oct |
1.38% |
1.58% |
0.48% |
0.68% |
0.78% | 0.88% |
|
| Nov |
1.58% |
1.40% |
0.48% |
0.68% |
0.78% | 0.88% |
|
| Dec |
1.58% |
1.00% |
0.48% |
0.68% |
0.78% | 0.88% |
|
| |
Percentage |
| Domestic Equities |
30.0% |
| Domestic Interest-Bearing Assets |
34.8% |
| Domestic Alternative Assets |
5.6% |
| Property |
5.0% |
| International Equities |
14.5% |
| International Interest-Bearing Assets |
7.2% |
| International Alternative Assets |
2.9% |
| Total |
100% |
| |
Multi-Managed(Gross fees & RFT) |
Inflation |
| 1 year |
9.5% |
6.0% |
| 3 years |
8.1% |
5.1% |
| 5 years |
10.1% |
7.0% |
Performance is shown up until 29 February 2012 as this is the latest CPI figure available. More recent performance is available by downloading the Monthly Performance Fact Sheet.
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