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Performance

Our clients enjoy solid returns without unnecessary risk. Investigate a summary of our performance track record in the tables below.

Please note past performance is not a reliable indicator of future performance.

Australian Equities Trust
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs  Since Inception
November 1995 
Return* 45.31% -3.90% p.a. -3.81% p.a. 7.54% p.a. 11.06% p.a.
Active Return 0.61% 0.54% p.a. -0.60% p.a. 0.86% p.a. 1.61% p.a.

*Calculated using end of month hard close prices. Returns are gross of taxes and fees.

Australian Equities Trust benchmark is the S&P/ASX 200 Accumulation Index.

Australian Fixed Interest Trust
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs  Since Inception
November 1995 
Return* 5.16% 9.09% p.a. 6.59% p.a. 6.24% p.a. 7.30% p.a.
Active Return 1.71% 0.28% p.a. -0.03% p.a. 0.09% p.a. 0.36% p.a.

*Calculated using end of month hard close prices. Returns are gross of taxes and fees.

Australian Fixed Interest benchmark is the UBSA Composite Bond Index.

World Fixed Interest Trust
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs  Since Inception
November 1995 
Return* 8.83% 9.19% p.a. 8.79% p.a. 7.66% p.a. 8.01% p.a.
Active Return 2.24% 1.26% p.a. 0.47% p.a. 0.35% p.a. 0.07% p.a.

*Calculated using end of month hard close prices. Returns are gross of taxes and fees.

World Fixed Interest Trust benchmark is the JP Morgan Global Traded - ex Australia Total Return Index Hedged into AUD.

Australian Cash Trust
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs  Since Inception
November 1995 
Return* 5.63% 5.75% p.a. 5.80% p.a. 5.96% p.a. 5.82% p.a.
Active Return 2.15% 0.47% p.a. 0.00% p.a. 0.09% p.a. 0.16% p.a.

*Calculated using end of month hard close prices. Returns are gross of taxes and fees.

Australian Cash Trust benchmark is the UBSA Bank Bill Index.

Global Macro Tactical Asset Allocation Trust
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs  Since Inception
June 2004 
Return* 10.48% 2.36% p.a. 5.01% p.a. 5.33% p.a. 6.12% p.a.
Active Return 7.00% -2.92% p.a. -0.79% p.a. -0.54% p.a. 0.29% p.a.

*Calculated using end of month hard close prices. Returns are gross of taxes and fees.

Global Macro TAA Trust benchmark is the UBSA Bank Bill Index.

World Equities Trust
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs  Since Inception
November 1995 
Return* 8.20% -6.22% p.a. -9.04% p.a. 0.09% p.a. 3.99% p.a.
Active Return -0.83% 1.65% p.a. 1.84% p.a. 1.45% p.a. 0.76% p.a.

*Calculated using end of month hard close prices. Returns are gross of taxes and fees.

World Equities Trust benchmark is the MSCI World Index excluding Australia (net dividends) expressed in Australian dollars (unhedged).

Mortgage Backed Trust
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs  Since Inception
March 2000 
Return* 5.96% 6.47% p.a. 6.24% p.a. 6.24% p.a. 6.03% p.a.
Active Return 2.48% 1.19% p.a. 0.44% p.a. 0.37% p.a. 0.34% p.a.

*Calculated using end of month hard close prices. Returns are gross of taxes and fees.

Mortgage Backed Trust benchmark is the UBSA Bank Bill Index.

Imputation Trust
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs  Since Inception
March 2003 
Return* 44.59% -4.10% p.a. -4.64% p.a. 7.50% p.a. 14.28% p.a.
Active Return -0.11% 0.34% p.a. -1.43% p.a. 0.82% p.a. 1.83% p.a.

*Calculated using end of month hard close prices. Returns are gross of taxes and fees.

Imputation Trust benchmark is the S&P/ASX 200 Accumulation Index.

Property Securities Trust
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs  Since Inception
November 1995 
Return 38.02% -22.31% p.a. -23.89% p.a. -6.94% p.a. 5.35% p.a.
Active Return -2.55% 0.35% p.a. 0.01% p.a. 0.25% p.a. -0.23% p.a.

Property Securities Trust benchmark is the S&P/ASX 200 Property Trusts Accumulation Index.

Suncorp Metway Investment Management Ltd ABN 31 068 147 651, Australian Financial Services Licensee ("SMIML") is the Responsible Entity and Investment Manager of each Trust featured above ("the Trusts"). Suncorp-Metway Limited ABN 66 010 831 722 ("SML") and its subsidiaries and related companies (excluding SMIML) do not guarantee the obligations of SMIML. SML and its subsidiaries and related companies (including SMIML) do not guarantee the repayment of capital or the investment performance of the Trusts. An investment in any of the Trusts featured above is not a bank deposit or other bank liability and is subject to investment risk including possible delays in payment and loss of the income and principal invested.

Suncorp also offers investments in Balanced (Super 2) and Capital Stable (Super 3) portfolios. These portfolios are available to trustees of super funds.

Suncorp Balanced Superannuation No.2 Portfolio
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs 
Return 24.27% -1.95% p.a. -3.34% p.a. 3.91% p.a.
Active Return -1.34% -0.28% p.a. -0.81% p.a. -0.80% p.a.

Weighted average of the benchmark index for each asset class. All calculations are based on the benchmark asset allocation. Returns are net of tax and ongoing fees.

Suncorp Capital Stable Super No.3 Portfolio
Returns as at
28 February 2010 		 1 yr  2 yrs  3 yrs  5 yrs 
Return 12.13% 2.65% p.a. 1.50% p.a. 4.41% p.a.
Active Return -0.09% -0.54% p.a. -1.01% p.a. -1.13% p.a.

Weighted average of the benchmark index for each asset class. All calculations are based on the benchmark asset allocation. Returns are net of tax and ongoing fees.

The Suncorp Balanced Superannuation No. 2 Portfolio ("Balanced") and the Suncorp Capital Stable Superannuation No. 3 Portfolio ("Capital Stable") form part of the Suncorp Life and Superannuation Life No. 2 (Unit Linked) Statutory Fund of Suncorp Life and Superannuation Limited ABN 87 073 979 530 ("SLSL").

Investment management services are provided by Suncorp Metway Investment Management Ltd ABN 31 068 147 651, Australian Financial Services Licensee ("SMIML"). SML and its subsidiaries and related companies (including SLSL and SMIML) do not guarantee the repayment of capital or the investment performance of Balanced or Capital Stable. An investment in the Balanced or Capital Stable is not a bank deposit or other bank liability and is subject to investment risk including possible delays in payment and loss of the income and principal invested. An investment in the Balanced or Capital Stable can only be made via a policy negotiated with SLSL.