Eriksen's Master Trust Surveyat
Monday, November 8th 1999, 12:00AM
|
Fund Name |
Size |
Annual Returns |
No of Employers |
|||
|
1 Year |
2 Year |
3 Year |
4 Year |
|||
|
GROWTH FUNDS |
||||||
|
AMP High Equity |
63.8 |
21.4 |
8.9 |
11.9 |
10.2 |
479 |
|
Jacques Martin NZ Growth Fund |
29.5 |
18.0 |
8.7 |
10.7 |
9.7 |
115 |
|
Colonial Australasian Equities |
0.2 |
17.2 |
-1.9 |
3.7 |
4.3 |
|
|
Tower Focus NZ Shares |
2.5 |
17.1 |
-1.1 |
5.3 |
6.8 |
109 |
|
GRT Individual Retirement Plan Growth |
6.3 |
16.6 |
7.8 |
10.1 |
9.0 |
|
|
Tower Focus International Shares |
8.0 |
13.9 |
8.8 |
12.7 |
11.2 |
110 |
|
Colonial International Equities |
0.8 |
13.4 |
7.5 |
8.7 |
8.6 |
|
|
Tower Explorer |
|
11.1 |
5.1 |
9.2 |
8.5 |
|
|
WestpacTrust Dynamic |
179.8 |
9.1 |
5.5 |
7.5 |
6.5 |
40 |
|
Tower BT Managed Growth |
0.6 |
8.8 |
3.9 |
7.3 |
7.7 |
20 |
|
Colonial Special Values |
2.1 |
7.8 |
3.4 |
7.0 |
7.7 |
|
|
Tower Pioneer |
|
7.5 |
5.9 |
9.0 |
8.2 |
|
|
Colonial Balanced Growth |
9.7 |
7.4 |
3.6 |
6.1 |
6.6 |
|
|
Jacques Martin NZ Asset Growth |
11.6 |
7.4 |
|
|
|
115 |
|
Tower BNZ Dynamic Growth |
|
3.0 |
|
|
|
|
|
Tower ANZ Growth |
0.1 |
2.4 |
|
|
|
9 |
|
All Growth Funds |
314.9 |
12.6 |
6.5 |
8.9 |
7.8 |
|
|
|
|
|
|
|
|
|
|
BALANCED FUNDS |
||||||
|
AMP Balanced |
323.6 |
11.6 |
6.1 |
8.5 |
7.8 |
682 |
|
GRT Individual Retirement Plan Balanced |
12.1 |
10.6 |
6.8 |
8.5 |
7.7 |
|
|
AXA New Zealand Managed |
33.0 |
10.3 |
2.7 |
6.4 |
6.1 |
|
|
Armstrong Jones SIL Balanced |
314.4 |
10.1 |
7.3 |
9.8 |
9.5 |
|
|
AMP ANZ Balanced |
55.0 |
9.8 |
5.0 |
7.2 |
7.3 |
421 |
|
Royal & Sun Alliance Managed Fund |
88.0 |
9.4 |
5.1 |
7.8 |
7.2 |
32 |
|
Jacques Martin NZ Balanced |
73.7 |
8.9 |
6.0 |
7.7 |
7.2 |
115 |
|
AXA New Zealand Balanced |
24.0 |
8.3 |
2.8 |
6.2 |
6.2 |
|
|
WestpacTrust Balanced |
309.4 |
7.9 |
5.0 |
6.5 |
5.7 |
40 |
|
AMP BT |
18.7 |
7.9 |
3.7 |
6.8 |
7.3 |
287 |
|
Tower Investment Linked |
|
7.4 |
6.3 |
8.7 |
8.3 |
|
|
AXA New Zealand Spread Managers |
55.4 |
6.2 |
2.1 |
5.8 |
5.9 |
|
|
Tower Opportunity |
|
5.5 |
5.5 |
7.9 |
7.3 |
|
|
Tower ANZ Market Balanced |
|
1.9 |
|
|
|
5 |
|
Tower BNZ Market Balanced |
0.3 |
1.7 |
|
|
|
5 |
|
All Balanced Funds |
1,307.7 |
9.6 |
5.7 |
7.9 |
7.5 |
|
|
CONSERVATIVE FUNDS |
||||||
|
AXA New Zealand Low Risk |
21.3 |
6.7 |
2.8 |
5.7 |
6.4 |
|
|
AMP Capital Stable |
48.6 |
6.4 |
4.6 |
6.0 |
5.9 |
251 |
|
Jacques Martin NZ Capital Stable |
40.6 |
6.1 |
5.8 |
6.7 |
6.5 |
115 |
|
GRT Individual Retirement Plan Stable |
2.1 |
5.7 |
5.9 |
7.1 |
6.6 |
|
|
AMP Capital Assured |
34.9 |
4.8 |
5.1 |
5.0 |
4.7 |
217 |
|
Colonial Conservative |
2.0 |
4.1 |
4.1 |
4.2 |
4.6 |
|
|
WestpacTrust Accumulation |
62.7 |
3.8 |
5.1 |
4.9 |
5.0 |
40 |
|
AXA New Zealand Capital Protected |
27.8 |
3.8 |
4.2 |
4.1 |
4.2 |
|
|
Royal & Sun Alliance Deposit Fund |
30.2 |
3.5 |
4.4 |
4.7 |
4.9 |
19 |
|
Tower Focus Cash |
2.1 |
2.7 |
3.9 |
4.4 |
4.9 |
72 |
|
Tower Endurance |
|
2.2 |
3.0 |
4.9 |
5.0 |
|
|
Colonial Global Fixed Interest |
0.4 |
1.8 |
5.5 |
6.2 |
6.6 |
|
|
Tower ANZ Capital Stable |
0.3 |
1.7 |
|
|
|
3 |
|
Tower Focus Fixed Income |
3.6 |
1.6 |
4.4 |
5.9 |
5.5 |
79 |
|
Jacques Martin NZ Cash Management |
5.8 |
1.6 |
3.7 |
4.5 |
4.7 |
115 |
|
Tower BNZ Conservative |
|
0.6 |
|
|
|
|
|
All Conservative Funds |
282.3 |
4.8 |
4.7 |
5.3 |
5.3 |
|
|
|
|
|
|
|
|
|
|
Total Funds |
1,904.9 |
9.4 |
5.7 |
7.7 |
7.2 |
|
|
Cash Benchmark (Net) |
|
3.1 |
4.2 |
4.7 |
5.1 |
|
|
CPI |
|
-0.3 |
0.7 |
0.8 |
1.2 |
|
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