Core Funds & Combined Funds
- From 2005 to 2007, the Core Fund – Singapore Equity has demonstrated excellent returns (annualised) of 22.3% pa. In particular, the Core Fund – Singapore Equity has shown double digit returns over the 3-year period consecutively, with the highest return peaking over 30% p.a.
- From 2005 to 2007, the Growth fund and Core fund – Global Equity have generated outstanding returns (annualised) of 8.4% and 7.4% respectively.
| |
Actual Returns |
3 years annualised^ |
Benchmark * 3 years |
| 2003 |
2004 |
2005 |
2006 |
2007 |
Core Funds |
| Global Equity |
36.4% |
10.4% |
12.4% |
11.9% |
-1.5% |
7.4% |
8.2% |
| Singapore Equity |
32.0% |
18.5% |
15.5% |
30.8% |
21.2% |
22.3% |
24.0% |
| Global Bond |
4.0% |
4.2% |
1.8% |
0.7% |
1.8% |
1.5% |
2.6% |
| Singapore Bond |
-1.5% |
5.7% |
-0.6% |
3.9% |
4.8% |
2.7% |
2.9% |
| Combined |
| Growth |
25.5% |
10.3% |
9.9% |
11.7% |
3.7% |
8.4% |
8.8% |
| Balanced |
18.9% |
8.8% |
7.6% |
8.8% |
3.4% |
6.5% |
7.0% |
| Conservative |
12.4% |
7.2% |
5.1% |
5.8% |
2.8% |
4.5% |
5.1% |
Equity Funds
From 2005 to 2007, the Europe Equity Fund has generated outstanding
returns (annualised) of 12.1%.
^ 3 Year annualised performance
* Benchmark return is annualised, based on 2005 to 2007 (3 years)
Technology Fund performed well during the past 1 year and past
3 years
Over the 1-year period (2007), it has performed exceptionally well by outperforming
its target benchmark by 10.4% p.a.:
1-year Return
- actual return (net of fee): 13.8% p.a.
- benchmark : 3.4% p.a.
- outperformance : 10.4% p.a.
Over the 3-year periods (ie. 2005 to 2007), it has outperformed its target
benchmark by 1.3% p.a.:
3-year Return
- actual return (net of fee): 4.4%
- benchmark : 3.1% pa.
- outperformance : 1.3% p.a
|