Eriksen's Master Trust Survey
at

Fund Name

Size
$mill

Annual Returns
(Net of Tax & Expenses)

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