Be Informed is William Buck's regular newsletter, filled with up to date news and relevant advice for individuals and businesses.
Reporting date 30 June 2017
|
|
1yr (%) |
3yr (%) |
5yr (%) |
|
| AUSTRALIAN EQUITIES | ||||
| Australian Equities |
14.09 |
6.63 |
11.81 |
|
| Australian Equities – Small Companies |
7.01 |
7.13 |
5.66 |
|
|
|
|
|
||
| GLOBAL EQUITIES1 | ||||
| Global Equities – Unhedged | 14.73 |
12.97 |
18.24 |
|
| Global Equities – Emerging Markets |
20.12 |
8.31 |
10.16 |
|
| Global Equities – Asian | 23.02 |
12.53 |
14.42 |
|
| US Equities |
15.46 |
7.33 |
12.21 |
|
| Chinese Equities | 16.26 |
19.2 |
8.3 |
|
| PROPERTY & INFRASTRUCTURE | ||||
| Australian Real Estate Investment Trusts | -6.26 |
11.98 |
14.14 |
|
| International Real Estate Investment Trusts – Hedged |
2.22 |
7.76 |
11.42 |
|
| Global Infrastructure – Hedged | 11.10 |
11.14 |
15.75 |
|
| FIXED INTEREST | ||||
| Australian Fixed Interest |
0.25 |
4.26 |
4.32 |
|
| Global Fixed Interest |
0.47 |
5.08 |
5.51 |
|
| EXCHANGE RATES | ||||
| AUD/USD Spot Rate | 3.19 | -6.59 | -5.57 | |
Source: Bloomberg