SlideShare a Scribd company logo
Annual performance
 Period      Period               Port folio                 Period                       Portfolio Asset Allocation
 Begin        End                                             End
                            ROR% Year ROR% Cum                                Cash      Fixed Income   Equities        Other

01/01/12    12/31/12             4.9%          56.3%           12/31/12        40.31%         6.35%       35.28%        18.06%

01/01/11    12/31/11             6.0%          52.3%           12/31/11        46.38%         6.48%       40.48%          6.66%

01/01/10    12/31/10             10.5%         45.7%           12/30/10        32.70%         1.33%       59.38%          6.58%

01/01/09    12/31/09             11.7%         34.8%           12/31/09        17.66%        22.76%       54.19%          5.39%

01/01/08    12/31/08            -12.9%         22.1%           12/31/08        13.59%        27.15%       58.15%          1.11%

01/01/07    12/31/07             5.4%          34.3%           12/31/07        12.93%        23.27%       62.61%          1.20%

01/01/06    12/31/06             6.6%          28.2%           12/31/06        10.89%        25.58%       63.62%         -0.09%

01/01/05    12/31/05             5.0%          21.0%           12/31/05         2.11%        23.85%       74.21%         -0.17%

01/01/04    12/31/04             9.6%          15.9%           12/31/04        11.14%        22.88%       65.40%          0.58%

11/01/03    12/31/03             3.9%          3.9% *


           * Partial Year                              ROR = Rate Of Return
                                                       Cum = Cumulative




                                                            Page 1

More Related Content

What's hot

(EN) 2021 Korea Social Media Marketing Benchmark Index Report [SM2Networks]
(EN) 2021 Korea Social Media Marketing Benchmark Index Report [SM2Networks](EN) 2021 Korea Social Media Marketing Benchmark Index Report [SM2Networks]
(EN) 2021 Korea Social Media Marketing Benchmark Index Report [SM2Networks]
디센트릭 DnA팀
 
MF category avg performance fy 2015 16
MF category avg performance fy 2015 16MF category avg performance fy 2015 16
MF category avg performance fy 2015 16
Gireesh Mathapati
 
Spend time in the simulator
Spend time in the simulatorSpend time in the simulator
Spend time in the simulator
Better Financial Education
 
Argie Bond Quant Portfolio Track Record
Argie Bond Quant Portfolio Track RecordArgie Bond Quant Portfolio Track Record
Argie Bond Quant Portfolio Track Record
Francisco Prack
 
Interim report, 1 January - 31 March 2021
Interim report, 1 January - 31 March 2021Interim report, 1 January - 31 March 2021
Interim report, 1 January - 31 March 2021
Veritas Eläkevakuutus - Veritas Pensionsförsäkring
 
MF Reco 29 May09
MF Reco 29 May09MF Reco 29 May09
MF Reco 29 May09
aasco
 
Why Are Real Interest Rates So Low? Marx, Mojon & Velde
Why Are Real Interest Rates So Low? Marx, Mojon & VeldeWhy Are Real Interest Rates So Low? Marx, Mojon & Velde
Why Are Real Interest Rates So Low? Marx, Mojon & Velde
Soledad Zignago
 
Argie bond quant track record
Argie bond quant track recordArgie bond quant track record
Argie bond quant track record
Francisco Prack
 
Retirement Readiness - preparing for the future of pensions
Retirement Readiness - preparing for the future of pensionsRetirement Readiness - preparing for the future of pensions
Retirement Readiness - preparing for the future of pensions
AEGON Global Pensions
 
Retirement Readiness with Thurstan Robinson
Retirement Readiness with Thurstan RobinsonRetirement Readiness with Thurstan Robinson
Retirement Readiness with Thurstan Robinson
Aegon
 
Lending Presentation
Lending PresentationLending Presentation
Lending Presentation
spencerowens
 
Geun Woo Seoh ( KODIT) Beyond Financial Accessibility: Evolution of Credit Gu...
Geun Woo Seoh ( KODIT) Beyond Financial Accessibility: Evolution of Credit Gu...Geun Woo Seoh ( KODIT) Beyond Financial Accessibility: Evolution of Credit Gu...
Geun Woo Seoh ( KODIT) Beyond Financial Accessibility: Evolution of Credit Gu...
AECM European Association of Guarantee Institutions
 
Zolv Brochure
Zolv BrochureZolv Brochure
Zolv Brochure
Marie Wild
 
Argie bond quant track record
Argie bond quant track recordArgie bond quant track record
Argie bond quant track record
Francisco Prack
 
Interest
InterestInterest
Interest
ayanys
 
The trend of KBC's stock price
The trend of KBC's stock priceThe trend of KBC's stock price
The trend of KBC's stock price
Nickdkle
 
Venture Capital Performance Q1 2008
 	Venture Capital Performance Q1 2008   	Venture Capital Performance Q1 2008
Venture Capital Performance Q1 2008
mensa25
 
Anefac - evolução mensal da taxa de juros PF
Anefac  - evolução mensal da taxa de juros PFAnefac  - evolução mensal da taxa de juros PF
Anefac - evolução mensal da taxa de juros PF
Jornal do Commercio
 
AnAefac - evolução mensal da taxa de juros PJ
AnAefac - evolução mensal da taxa de juros PJAnAefac - evolução mensal da taxa de juros PJ
AnAefac - evolução mensal da taxa de juros PJ
Jornal do Commercio
 
Information on IBM recent stock splits.
Information on IBM recent stock splits. Information on IBM recent stock splits.
Information on IBM recent stock splits.
QuarterlyEarningsReports3
 

What's hot (20)

(EN) 2021 Korea Social Media Marketing Benchmark Index Report [SM2Networks]
(EN) 2021 Korea Social Media Marketing Benchmark Index Report [SM2Networks](EN) 2021 Korea Social Media Marketing Benchmark Index Report [SM2Networks]
(EN) 2021 Korea Social Media Marketing Benchmark Index Report [SM2Networks]
 
MF category avg performance fy 2015 16
MF category avg performance fy 2015 16MF category avg performance fy 2015 16
MF category avg performance fy 2015 16
 
Spend time in the simulator
Spend time in the simulatorSpend time in the simulator
Spend time in the simulator
 
Argie Bond Quant Portfolio Track Record
Argie Bond Quant Portfolio Track RecordArgie Bond Quant Portfolio Track Record
Argie Bond Quant Portfolio Track Record
 
Interim report, 1 January - 31 March 2021
Interim report, 1 January - 31 March 2021Interim report, 1 January - 31 March 2021
Interim report, 1 January - 31 March 2021
 
MF Reco 29 May09
MF Reco 29 May09MF Reco 29 May09
MF Reco 29 May09
 
Why Are Real Interest Rates So Low? Marx, Mojon & Velde
Why Are Real Interest Rates So Low? Marx, Mojon & VeldeWhy Are Real Interest Rates So Low? Marx, Mojon & Velde
Why Are Real Interest Rates So Low? Marx, Mojon & Velde
 
Argie bond quant track record
Argie bond quant track recordArgie bond quant track record
Argie bond quant track record
 
Retirement Readiness - preparing for the future of pensions
Retirement Readiness - preparing for the future of pensionsRetirement Readiness - preparing for the future of pensions
Retirement Readiness - preparing for the future of pensions
 
Retirement Readiness with Thurstan Robinson
Retirement Readiness with Thurstan RobinsonRetirement Readiness with Thurstan Robinson
Retirement Readiness with Thurstan Robinson
 
Lending Presentation
Lending PresentationLending Presentation
Lending Presentation
 
Geun Woo Seoh ( KODIT) Beyond Financial Accessibility: Evolution of Credit Gu...
Geun Woo Seoh ( KODIT) Beyond Financial Accessibility: Evolution of Credit Gu...Geun Woo Seoh ( KODIT) Beyond Financial Accessibility: Evolution of Credit Gu...
Geun Woo Seoh ( KODIT) Beyond Financial Accessibility: Evolution of Credit Gu...
 
Zolv Brochure
Zolv BrochureZolv Brochure
Zolv Brochure
 
Argie bond quant track record
Argie bond quant track recordArgie bond quant track record
Argie bond quant track record
 
Interest
InterestInterest
Interest
 
The trend of KBC's stock price
The trend of KBC's stock priceThe trend of KBC's stock price
The trend of KBC's stock price
 
Venture Capital Performance Q1 2008
 	Venture Capital Performance Q1 2008   	Venture Capital Performance Q1 2008
Venture Capital Performance Q1 2008
 
Anefac - evolução mensal da taxa de juros PF
Anefac  - evolução mensal da taxa de juros PFAnefac  - evolução mensal da taxa de juros PF
Anefac - evolução mensal da taxa de juros PF
 
AnAefac - evolução mensal da taxa de juros PJ
AnAefac - evolução mensal da taxa de juros PJAnAefac - evolução mensal da taxa de juros PJ
AnAefac - evolução mensal da taxa de juros PJ
 
Information on IBM recent stock splits.
Information on IBM recent stock splits. Information on IBM recent stock splits.
Information on IBM recent stock splits.
 

Viewers also liked

Katerina Shopenko February 26 2014
Katerina Shopenko February 26 2014Katerina Shopenko February 26 2014
Katerina Shopenko February 26 2014Ekaterina Shopenko
 
Genoma humano nestor
Genoma humano nestorGenoma humano nestor
Genoma humano nestor
Nestor Narvaez
 
Robert Boisjoli
Robert BoisjoliRobert Boisjoli
Robert Boisjoli
Robert Boisjoli
 
20 future perfect tense
20 future perfect tense20 future perfect tense
20 future perfect tense
Maria Katrina Vanessa Cedeño
 
3. เทคโนโลยีการรับส่งข้อมูลแบบใช้สาย
3. เทคโนโลยีการรับส่งข้อมูลแบบใช้สาย3. เทคโนโลยีการรับส่งข้อมูลแบบใช้สาย
3. เทคโนโลยีการรับส่งข้อมูลแบบใช้สาย
ฉลาม แดนนาวิน
 
Latihan modul 1.16 hal 59
Latihan modul 1.16 hal 59Latihan modul 1.16 hal 59
Latihan modul 1.16 hal 59
rizki febriyadi
 
MSc
MScMSc
Hiperactiviadad
HiperactiviadadHiperactiviadad
Hiperactiviadad
Psc Gisell
 
INBOUND Bold Talks: Leslie Bradshaw
INBOUND Bold Talks: Leslie BradshawINBOUND Bold Talks: Leslie Bradshaw
INBOUND Bold Talks: Leslie Bradshaw
HubSpot
 

Viewers also liked (11)

Katerina Shopenko February 26 2014
Katerina Shopenko February 26 2014Katerina Shopenko February 26 2014
Katerina Shopenko February 26 2014
 
Genoma humano nestor
Genoma humano nestorGenoma humano nestor
Genoma humano nestor
 
Robert Boisjoli
Robert BoisjoliRobert Boisjoli
Robert Boisjoli
 
Iss udtalelse
Iss udtalelseIss udtalelse
Iss udtalelse
 
20 future perfect tense
20 future perfect tense20 future perfect tense
20 future perfect tense
 
Proy. sra. anita salinas elec 2
Proy. sra. anita salinas elec 2Proy. sra. anita salinas elec 2
Proy. sra. anita salinas elec 2
 
3. เทคโนโลยีการรับส่งข้อมูลแบบใช้สาย
3. เทคโนโลยีการรับส่งข้อมูลแบบใช้สาย3. เทคโนโลยีการรับส่งข้อมูลแบบใช้สาย
3. เทคโนโลยีการรับส่งข้อมูลแบบใช้สาย
 
Latihan modul 1.16 hal 59
Latihan modul 1.16 hal 59Latihan modul 1.16 hal 59
Latihan modul 1.16 hal 59
 
MSc
MScMSc
MSc
 
Hiperactiviadad
HiperactiviadadHiperactiviadad
Hiperactiviadad
 
INBOUND Bold Talks: Leslie Bradshaw
INBOUND Bold Talks: Leslie BradshawINBOUND Bold Talks: Leslie Bradshaw
INBOUND Bold Talks: Leslie Bradshaw
 

Similar to Historic performance of income beneficiary remainder man trust from inception to December 31, 2012

This is my scorecard, what I infer from my simplified worksheet (...)
This is my scorecard, what I infer from my simplified worksheet (...)This is my scorecard, what I infer from my simplified worksheet (...)
This is my scorecard, what I infer from my simplified worksheet (...)
Giuseppe Piazzolla
 
Apimec 2 q05 results
Apimec   2 q05 resultsApimec   2 q05 results
Apimec 2 q05 results
CCR Relações com Investidores
 
Hul final
Hul finalHul final
Hul final
bbhaiya
 
Bnm analisis financiero estructural nov 2000 - oct 2001
Bnm   analisis financiero estructural nov 2000 - oct 2001Bnm   analisis financiero estructural nov 2000 - oct 2001
Bnm analisis financiero estructural nov 2000 - oct 2001
gonzaloromani
 
4Q12 Presentation
4Q12 Presentation4Q12 Presentation
4Q12 Presentation
Arteris S.A.
 
Dividend Weekly Stock52 2012 By Thanks to http://long-term-investments.blogsp...
Dividend Weekly Stock52 2012 By Thanks to http://long-term-investments.blogsp...Dividend Weekly Stock52 2012 By Thanks to http://long-term-investments.blogsp...
Dividend Weekly Stock52 2012 By Thanks to http://long-term-investments.blogsp...
Dividend Yield
 
Pantaloon 2008 2009
Pantaloon 2008 2009Pantaloon 2008 2009
Pantaloon 2008 2009
pulkit bansal
 
VinaGame - Ratio.pdf
VinaGame - Ratio.pdfVinaGame - Ratio.pdf
VinaGame - Ratio.pdf
nonamespike
 
Apimec 3 q05 results
Apimec   3 q05 resultsApimec   3 q05 results
Apimec 3 q05 results
CCR Relações com Investidores
 
Indicadores comparativo
Indicadores comparativoIndicadores comparativo
Indicadores comparativo
LAYDETH
 
atmos enerrgy 120705pres
atmos enerrgy 120705presatmos enerrgy 120705pres
atmos enerrgy 120705pres
finance35
 
Apimec – 3 q07 results
Apimec – 3 q07 resultsApimec – 3 q07 results
Apimec – 3 q07 results
CCR Relações com Investidores
 
Systematic Stock picking strategy
Systematic Stock picking strategySystematic Stock picking strategy
Systematic Stock picking strategy
Dmitry Danilin, CFA
 
Q1 2009 Earning Report of Northern Trust Corporation
Q1 2009 Earning Report of Northern Trust CorporationQ1 2009 Earning Report of Northern Trust Corporation
Q1 2009 Earning Report of Northern Trust Corporation
earningreport earningreport
 
Q1 2009 Earning Report of Northern Trust Corporation
Q1 2009 Earning Report of Northern Trust CorporationQ1 2009 Earning Report of Northern Trust Corporation
Q1 2009 Earning Report of Northern Trust Corporation
earningreport earningreport
 
Third point-exposure-report
Third point-exposure-reportThird point-exposure-report
Third point-exposure-report
Frank Ragol
 
Arbode
ArbodeArbode
Arbode
leonfloris
 
CCIF Portfolio Returns Q1 2012
CCIF Portfolio Returns Q1 2012CCIF Portfolio Returns Q1 2012
CCIF Portfolio Returns Q1 2012
gstephenson
 
Achieve Goal In Life
Achieve  Goal In LifeAchieve  Goal In Life
Achieve Goal In Life
Binod Shukla
 
WEG Q3 2012 Conference Call
WEG Q3 2012 Conference CallWEG Q3 2012 Conference Call
WEG Q3 2012 Conference Call
WEG
 

Similar to Historic performance of income beneficiary remainder man trust from inception to December 31, 2012 (20)

This is my scorecard, what I infer from my simplified worksheet (...)
This is my scorecard, what I infer from my simplified worksheet (...)This is my scorecard, what I infer from my simplified worksheet (...)
This is my scorecard, what I infer from my simplified worksheet (...)
 
Apimec 2 q05 results
Apimec   2 q05 resultsApimec   2 q05 results
Apimec 2 q05 results
 
Hul final
Hul finalHul final
Hul final
 
Bnm analisis financiero estructural nov 2000 - oct 2001
Bnm   analisis financiero estructural nov 2000 - oct 2001Bnm   analisis financiero estructural nov 2000 - oct 2001
Bnm analisis financiero estructural nov 2000 - oct 2001
 
4Q12 Presentation
4Q12 Presentation4Q12 Presentation
4Q12 Presentation
 
Dividend Weekly Stock52 2012 By Thanks to http://long-term-investments.blogsp...
Dividend Weekly Stock52 2012 By Thanks to http://long-term-investments.blogsp...Dividend Weekly Stock52 2012 By Thanks to http://long-term-investments.blogsp...
Dividend Weekly Stock52 2012 By Thanks to http://long-term-investments.blogsp...
 
Pantaloon 2008 2009
Pantaloon 2008 2009Pantaloon 2008 2009
Pantaloon 2008 2009
 
VinaGame - Ratio.pdf
VinaGame - Ratio.pdfVinaGame - Ratio.pdf
VinaGame - Ratio.pdf
 
Apimec 3 q05 results
Apimec   3 q05 resultsApimec   3 q05 results
Apimec 3 q05 results
 
Indicadores comparativo
Indicadores comparativoIndicadores comparativo
Indicadores comparativo
 
atmos enerrgy 120705pres
atmos enerrgy 120705presatmos enerrgy 120705pres
atmos enerrgy 120705pres
 
Apimec – 3 q07 results
Apimec – 3 q07 resultsApimec – 3 q07 results
Apimec – 3 q07 results
 
Systematic Stock picking strategy
Systematic Stock picking strategySystematic Stock picking strategy
Systematic Stock picking strategy
 
Q1 2009 Earning Report of Northern Trust Corporation
Q1 2009 Earning Report of Northern Trust CorporationQ1 2009 Earning Report of Northern Trust Corporation
Q1 2009 Earning Report of Northern Trust Corporation
 
Q1 2009 Earning Report of Northern Trust Corporation
Q1 2009 Earning Report of Northern Trust CorporationQ1 2009 Earning Report of Northern Trust Corporation
Q1 2009 Earning Report of Northern Trust Corporation
 
Third point-exposure-report
Third point-exposure-reportThird point-exposure-report
Third point-exposure-report
 
Arbode
ArbodeArbode
Arbode
 
CCIF Portfolio Returns Q1 2012
CCIF Portfolio Returns Q1 2012CCIF Portfolio Returns Q1 2012
CCIF Portfolio Returns Q1 2012
 
Achieve Goal In Life
Achieve  Goal In LifeAchieve  Goal In Life
Achieve Goal In Life
 
WEG Q3 2012 Conference Call
WEG Q3 2012 Conference CallWEG Q3 2012 Conference Call
WEG Q3 2012 Conference Call
 

Recently uploaded

An Overview of the Prosocial dHEDGE Vault works
An Overview of the Prosocial dHEDGE Vault worksAn Overview of the Prosocial dHEDGE Vault works
An Overview of the Prosocial dHEDGE Vault works
Colin R. Turner
 
Introduction to Value Added Tax System.ppt
Introduction to Value Added Tax System.pptIntroduction to Value Added Tax System.ppt
Introduction to Value Added Tax System.ppt
VishnuVenugopal84
 
Does teamwork really matter? Looking beyond the job posting to understand lab...
Does teamwork really matter? Looking beyond the job posting to understand lab...Does teamwork really matter? Looking beyond the job posting to understand lab...
Does teamwork really matter? Looking beyond the job posting to understand lab...
Labour Market Information Council | Conseil de l’information sur le marché du travail
 
Who Is Abhay Bhutada, MD of Poonawalla Fincorp
Who Is Abhay Bhutada, MD of Poonawalla FincorpWho Is Abhay Bhutada, MD of Poonawalla Fincorp
Who Is Abhay Bhutada, MD of Poonawalla Fincorp
beulahfernandes8
 
BONKMILLON Unleashes Its Bonkers Potential on Solana.pdf
BONKMILLON Unleashes Its Bonkers Potential on Solana.pdfBONKMILLON Unleashes Its Bonkers Potential on Solana.pdf
BONKMILLON Unleashes Its Bonkers Potential on Solana.pdf
coingabbar
 
Instant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School DesignsInstant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School Designs
egoetzinger
 
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
bbeucd
 
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
Godwin Emmanuel Oyedokun MBA MSc PhD FCA FCTI FCNA CFE FFAR
 
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...
Vighnesh Shashtri
 
G20 summit held in India. Proper presentation for G20 summit
G20 summit held in India. Proper presentation for G20 summitG20 summit held in India. Proper presentation for G20 summit
G20 summit held in India. Proper presentation for G20 summit
rohitsaxena882511
 
Financial Assets: Debit vs Equity Securities.pptx
Financial Assets: Debit vs Equity Securities.pptxFinancial Assets: Debit vs Equity Securities.pptx
Financial Assets: Debit vs Equity Securities.pptx
Writo-Finance
 
Instant Issue Debit Cards
Instant Issue Debit CardsInstant Issue Debit Cards
Instant Issue Debit Cards
egoetzinger
 
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
rlo9fxi
 
FCCS Basic Accounts Outline and Hierarchy.pptx
FCCS Basic Accounts Outline and Hierarchy.pptxFCCS Basic Accounts Outline and Hierarchy.pptx
FCCS Basic Accounts Outline and Hierarchy.pptx
nalamynandan
 
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
AntoniaOwensDetwiler
 
WhatsPump Thriving in the Whirlwind of Biden’s Crypto Roller Coaster
WhatsPump Thriving in the Whirlwind of Biden’s Crypto Roller CoasterWhatsPump Thriving in the Whirlwind of Biden’s Crypto Roller Coaster
WhatsPump Thriving in the Whirlwind of Biden’s Crypto Roller Coaster
muslimdavidovich670
 
Role of Information Technology in Revenue - Prof Oyedokun.pptx
Role of Information Technology in Revenue  - Prof Oyedokun.pptxRole of Information Technology in Revenue  - Prof Oyedokun.pptx
Role of Information Technology in Revenue - Prof Oyedokun.pptx
Godwin Emmanuel Oyedokun MBA MSc PhD FCA FCTI FCNA CFE FFAR
 
Donald Trump Presentation and his life.pptx
Donald Trump Presentation and his life.pptxDonald Trump Presentation and his life.pptx
Donald Trump Presentation and his life.pptx
SerdarHudaykuliyew
 
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investmentsfalcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
Falcon Invoice Discounting
 
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdfPensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Henry Tapper
 

Recently uploaded (20)

An Overview of the Prosocial dHEDGE Vault works
An Overview of the Prosocial dHEDGE Vault worksAn Overview of the Prosocial dHEDGE Vault works
An Overview of the Prosocial dHEDGE Vault works
 
Introduction to Value Added Tax System.ppt
Introduction to Value Added Tax System.pptIntroduction to Value Added Tax System.ppt
Introduction to Value Added Tax System.ppt
 
Does teamwork really matter? Looking beyond the job posting to understand lab...
Does teamwork really matter? Looking beyond the job posting to understand lab...Does teamwork really matter? Looking beyond the job posting to understand lab...
Does teamwork really matter? Looking beyond the job posting to understand lab...
 
Who Is Abhay Bhutada, MD of Poonawalla Fincorp
Who Is Abhay Bhutada, MD of Poonawalla FincorpWho Is Abhay Bhutada, MD of Poonawalla Fincorp
Who Is Abhay Bhutada, MD of Poonawalla Fincorp
 
BONKMILLON Unleashes Its Bonkers Potential on Solana.pdf
BONKMILLON Unleashes Its Bonkers Potential on Solana.pdfBONKMILLON Unleashes Its Bonkers Potential on Solana.pdf
BONKMILLON Unleashes Its Bonkers Potential on Solana.pdf
 
Instant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School DesignsInstant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School Designs
 
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
 
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
 
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...
 
G20 summit held in India. Proper presentation for G20 summit
G20 summit held in India. Proper presentation for G20 summitG20 summit held in India. Proper presentation for G20 summit
G20 summit held in India. Proper presentation for G20 summit
 
Financial Assets: Debit vs Equity Securities.pptx
Financial Assets: Debit vs Equity Securities.pptxFinancial Assets: Debit vs Equity Securities.pptx
Financial Assets: Debit vs Equity Securities.pptx
 
Instant Issue Debit Cards
Instant Issue Debit CardsInstant Issue Debit Cards
Instant Issue Debit Cards
 
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
 
FCCS Basic Accounts Outline and Hierarchy.pptx
FCCS Basic Accounts Outline and Hierarchy.pptxFCCS Basic Accounts Outline and Hierarchy.pptx
FCCS Basic Accounts Outline and Hierarchy.pptx
 
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
 
WhatsPump Thriving in the Whirlwind of Biden’s Crypto Roller Coaster
WhatsPump Thriving in the Whirlwind of Biden’s Crypto Roller CoasterWhatsPump Thriving in the Whirlwind of Biden’s Crypto Roller Coaster
WhatsPump Thriving in the Whirlwind of Biden’s Crypto Roller Coaster
 
Role of Information Technology in Revenue - Prof Oyedokun.pptx
Role of Information Technology in Revenue  - Prof Oyedokun.pptxRole of Information Technology in Revenue  - Prof Oyedokun.pptx
Role of Information Technology in Revenue - Prof Oyedokun.pptx
 
Donald Trump Presentation and his life.pptx
Donald Trump Presentation and his life.pptxDonald Trump Presentation and his life.pptx
Donald Trump Presentation and his life.pptx
 
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investmentsfalcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
 
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdfPensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
 

Historic performance of income beneficiary remainder man trust from inception to December 31, 2012

  • 1. Annual performance Period Period Port folio Period Portfolio Asset Allocation Begin End End ROR% Year ROR% Cum Cash Fixed Income Equities Other 01/01/12 12/31/12 4.9% 56.3% 12/31/12 40.31% 6.35% 35.28% 18.06% 01/01/11 12/31/11 6.0% 52.3% 12/31/11 46.38% 6.48% 40.48% 6.66% 01/01/10 12/31/10 10.5% 45.7% 12/30/10 32.70% 1.33% 59.38% 6.58% 01/01/09 12/31/09 11.7% 34.8% 12/31/09 17.66% 22.76% 54.19% 5.39% 01/01/08 12/31/08 -12.9% 22.1% 12/31/08 13.59% 27.15% 58.15% 1.11% 01/01/07 12/31/07 5.4% 34.3% 12/31/07 12.93% 23.27% 62.61% 1.20% 01/01/06 12/31/06 6.6% 28.2% 12/31/06 10.89% 25.58% 63.62% -0.09% 01/01/05 12/31/05 5.0% 21.0% 12/31/05 2.11% 23.85% 74.21% -0.17% 01/01/04 12/31/04 9.6% 15.9% 12/31/04 11.14% 22.88% 65.40% 0.58% 11/01/03 12/31/03 3.9% 3.9% * * Partial Year ROR = Rate Of Return Cum = Cumulative Page 1