New Zealand

By CHRIS RYLANDS
HEAD OF RESEARCH,
PRINCIPAL, WEALTH ADVISORY

Chris.Rylands@williambuck.com

 

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

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