Page 1

B ea r M a rk e t B ull M a rk e t

A u s tra lia n A ll O rd in a rie s B u ll a n d B e a r M a rk e ts (J u n e 0 8 ) 500% S o u rc e : B lo o m b e rg a n d A d v a n c e A s s e t M a n a g e m e n t. A d a p te d fro m T h e A u s tra lia n 1 /1 0 /0 3 p p 4 u s in g s o u rc e o f C la rin g to n F u n d In c . a n d Y a h o o F in a n c e

400%

A ve ra g e B u ll M a rk e t D u ra tio n : 4 2 m th s A v era g e B e a r M a rk e t D u ra tio n : 1 4 m th s A v e ra g e A n n u a l B u ll M a rk e t R e tu rn : 2 7 .5 % A v e ra g e A n n u a l B e a r M a rk e t L o s s : -3 0 .0 %

6 6 m th s 3 8 6 .7 %

300% 7 2 m th s 2 5 1 .3 %

200% 5 6 m th s 1 4 1 .4 % 1 4 m th s 5 9 .6 %

100%

1 4 m th s 4 9 .7 %

1 8 m th s 4 1 .0 %

7 7 m th s 9 0 .7 %

1 9 m th s 2 6 .4 %

0% 2 2 m th s -3 4 .7 %

1 5 m th s -3 5 .2 %

2 3 m th s -5 1 .8 %

5 m th s -4 4 .4 %

1 6 m th s -2 7 .4 %

4 m th s -1 0 .5 %

1 2 m th s -2 0 .8 %

8 m th s -2 2 .8 %

2 1 m th s -1 7 .4 %

08 Fe

b-

06 Fe

b-

04 Fe

b-

02 Fe

b-

00 Fe

b-

98 Fe

b-

96 Fe

b-

94 Fe

b-

92 Fe

b-

90 Fe

b-

88 Fe

b-

86 Fe

b-

84 Fe

b-

82 Fe

b-

80 Fe

b-

78 Fe

b-

76 Fe

b-

74 Fe

b-

72 bFe

Fe

b-

70

-1 0 0 %

Source: St.George Investment Solutions and Bloomberg, 30 June 2008. The information in this document is of a general nature only and should not be relied upon, as it has been prepared without taking into account the objectives, financial situation or needs of any particular person. Because of this, before acting on the information, a person should consider its appropriateness, having regard to their objectives, financial situation and needs. Information from third parties is believed to be reliable however it has not been independently verified. Advance Asset Managem ent Limited ABN 98 002 538 329 AFSL 240902 (Advance) is a subsidiary of St.George Bank Limited ABN 92 055 513 070 AFSL 240997 (St.George). No member of the St.George Group stands behind or otherwise guarantees the capital value or the performance of an investment in a managed fund issued by Advance. While the inform ation in this document is given by Advance in good faith, it does not warrant that it is accurate, reliable, free from error or omission. Subject to any terms implied by statute which cannot be excluded, neither Advance nor any other company in the St George Group or their directors, employees and associates accept any responsibility for errors in, or omissions from the information.


U S S & P 5 0 0 B u ll a n d B e a r M a rk e ts (J u n e 0 8 )

B u ll M ark e t B e a r M ark e t

500% A ve ra g e B u ll M a rk e t D u ra tio n : 5 7 m th s A v era g e B e a r M a rk e t D u ra tion : 1 5 m th s A v e rag e A n n u a l B u ll M a rk e t R e tu rn : 1 7 .8 % A v e rag e A n n u a l B e a r M a rk e t L o s s : -3 0 .1 %

S o u rc e : B lo o m b e rg a n d A d v a n ce A s s e t M a n a g e m e n t. A d a p te d fro m T h e A u s tra lia n 1 /1 0 /0 3 p p 4 u s in g s o u rc e o f C la rin g to n F u n d In c . a n d Y a h o o F in a n c e

400%

1 1 3 m th s 3 9 3 .0 %

300% 8 5 m th s 2 4 8 .8 %

6 2 m th s 2 0 7 .9 %

200% 7 4 m th s 1 2 1 .2 %

100%

5 0 m th s 7 4 .3 %

4 3 m th s 6 9 .6 % 2 6 m th s 4 1 .6 %

3 0 m th s 5 6 .8 %

3 0 m th s 6 2 .3 %

5 6 m th s 8 4 .2 %

0% 6 m th s -2 3 .5 %

8 m th s -1 7 .6 %

1 9 m th s -3 2 .9 %

2 1 m th s -4 6 .2 %

2 0 m th s -2 3 .8 %

3 m th s -3 0 .2 %

5 m th s -1 5 .8 %

3 5 m th s -4 3 .9 %

8 m th s -1 7 .4 %

Ma r Ma -51 r Ma -52 r Ma -53 r Ma -54 r Ma -55 r Ma -56 r Ma -57 r Ma -58 r Ma -59 r Ma -60 r Ma -61 rMa 62 r Ma -63 r Ma -64 r Ma -65 r Ma -66 r Ma -67 r Ma -68 r Ma -69 r Ma -70 r Ma -71 r Ma -72 r Ma -73 r Ma -74 r Ma -75 r Ma -76 r Ma -77 r Ma -78 r Ma -79 r Ma -80 r Ma -81 r Ma -82 r Ma -83 r Ma -84 r Ma -85 r Ma -86 r Ma -87 rMa 88 r Ma -89 r Ma -90 r Ma -91 r Ma -92 r Ma -93 r Ma -94 rMa 95 r Ma -96 r Ma -97 r Ma -98 r Ma -99 r Ma -00 r Ma -01 rMa 02 r Ma -03 r Ma -04 r Ma -05 r Ma -06 r Ma -07 r-0 8

-1 0 0 %

1 5 m th s -1 6 .9 %

Source: St.George Investment Solutions and Bloomberg, 30 June 2008. The information in this document is of a general nature only and should not be relied upon, as it has been prepared without taking into account the objectives, financial situation or needs of any particular person. Because of this, before acting on the information, a person should consider its appropriateness, having regard to their objectives, financial situation and needs. Information from third parties is believed to be reliable however it has not been independently verified. Advance Asset Managem ent Limited ABN 98 002 538 329 AFSL 240902 (Advance) is a subsidiary of St.George Bank Limited ABN 92 055 513 070 AFSL 240997 (St.George). No member of the St.George Group stands behind or otherwise guarantees the capital value or the performance of an investment in a managed fund issued by Advance. While the inform ation in this document is given by Advance in good faith, it does not warrant that it is accurate, reliable, free from error or omission. Subject to any terms implied by statute which cannot be excluded, neither Advance nor any other company in the St George Group or their directors, employees and associates accept any responsibility for errors in, or omissions from the information.


Pete's Point  

Weekly economic comment by Peter Cain

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