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Returns 2000 to 2014: The best and worst performing asset classes
Diversify your portfolio – spread your money across a variety of investments. In our view, diversification can potentially help reduce overall portfolio risk: if a single investment is not performing well, it can be
balanced by other investments that are performing better.
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
Best
A-REITs
14.60%
A-REITs
11.76%
Australian
Infrastructure
19.77%
Australian
Infrastructure
38.05%
Australian
shares
22.83%
A-REITs
34.03%
Australian
shares
16.07%
Australian
fixed interest
14.95%
Australian
shares
37.03%
International
fixed interest
7.95%
Australian
fixed interest
11.36%
A-REITs
32.99%
International
shares
48.03%
A-REITs
27.04%
A-REITs
17.85%
Australian
shares
10.36%
International
fixed interest
11.23%
Australian
shares
14.61%
A-REITs
32.01%
Australian
Infrastructure
18.02%
Australian
shares
24.22%
International
fixed interest
7.03%
International
fixed interest
13.41%
Australian
Infrastructure
10.70%
Australian
Infrastructure
6.67%
International
fixed interest
10.53%
Australian
shares
20.26%
Australian
shares
20.20%
International
shares
15.01%
Australian
fixed interest
12.08%
International
fixed interest
7.40%
Australian
fixed interest
8.81%
A-REITs
8.80%
Australian
shares
27.99%
International
shares
16.85%
Australian
Infrastructure
22.93%
Cash
6.77%
Cash
7.60%
A-REITs
7.92%
Australian
fixed interest
6.04%
Cash
4.99%
International
shares
14.14%
Australian
Infrastructure
19.36%
Australian
Infrastructure
11.32%
International
fixed interest
10.10%
Australian
fixed interest
5.45%
Cash
4.77%
International
fixed interest
5.57%
International
shares
9.94%
A-REITs
12.50%
International
shares
11.49%
Australian
fixed interest
3.46%
Australian
Infrastructure
-13.56%
International
fixed interest
3.88%
Cash
4.66%
Australian
Infrastructure
1.95%
Australian
Infrastructure
12.47%
A-REITs
7.11%
International
fixed interest
11.16%
Cash
6.27%
Cash
5.24%
Australian
Infrastructure
2.19%
Cash
4.90%
International
fixed interest
8.98%
International
fixed interest
7.55%
Cash
6.00%
Australian
Infrastructure
3.08%
International
shares
-24.92%
Cash
3.47%
Australian
shares
1.57%
A-REITs
-1.48%
International
fixed interest
8.38%
Cash
2.87%
Australian
fixed interest
9.81%
Australian
shares
5.22%
Australian
Infrastructure
0.15%
Australian
shares
-8.77%
Australian
fixed interest
3.05%
Australian
fixed interest
6.96%
Australian
fixed interest
5.79%
International
fixed interest
3.92%
International
shares
-2.60%
Australian
shares
-38.44%
Australian
fixed interest
1.73%
A-REITs
-0.41%
International
shares
-5.34%
Australian
fixed interest
7.70%
International
fixed interest
2.63%
Australian
shares
5.61%
International
shares
2.19%
International
shares
-9.96%
International
shares
-27.44%
International
shares
-0.76%
Cash
5.62%
Cash
5.73%
Australian
fixed interest
3.16%
A-REITs
-8.41%
A-REITs
-53.99%
International
shares
-0.29%
International
shares
-2.04%
Australian
shares
-10.54%
Cash
3.98%
Australian
fixed interest
1.99%
Cash
2.69%
International shares
MSCI World ex-Australia Index, unhedged A$
Infrastructure
UBS Infrastructure and Utilities Accumulation Index
International fixed interest
Citigroup World Government Bond Index ex Australia, hedged
Australian shares
S&P/ASX 200 Accumulation Index
A-REITs
S&P/ASX 200 A-REIT Accumulation Index^
Australian fixed interest
Bloomberg AusBond Composite 0+ Yr Index*
Cash
Bloomberg AusBond Bank Bill Index*
Source: Goldman Sachs Asset Management. As at 31 December 2014.
* Following the acquisition of the UBS Australia Bond Index family by Bloomberg Indexes, the ‘UBS Composite Bond Index (All maturities)’ has changed its name to ‘Bloomberg AusBond Composite 0+ Yr Index’ and the ‘UBS Bank Bill Index’ has changed its name to ‘Bloomberg AusBond Bank Bill Index’ on 29 September 2014
^ The name of the S&P/ASX 200 Property Trusts Accumulation Index changed to S&P/ASX 200 A-REIT Accumulation Index on 5 March 2008. For illustrative purposes only. For illustrative purposes only. Past performance does not guarantee future results, which may vary. The value of investments and the income derived from investments will fluctuate and can
go down as well as up. A loss of principal may occur. Indices are unmanaged. The figures for the index reflect the reinvestment of all income or dividends, as applicable, but do not reflect the deduction of any fees or expenses which would reduce returns. Investors cannot invest directly in indices. The indices referenced herein have been selected because
they are well known, easily recognized by investors, and reflect those indices that the Investment Manager believes, in part based on industry practice, provide a suitable benchmark against which to evaluate the investment or broader market described herein. GSAMA believes that the information contained in this document is correct and that any estimates,
opinions, conclusions or recommendations contained in this document are reasonably held or made as at the time of compilation. However, no warranty is made as to the accuracy or reliability of any estimates, opinions, conclusions, recommendations (which may change without notice) and, to the maximum extent permitted by law, GSAMA and its related
bodies corporate disclaim all liability and responsibility for any direct or indirect loss or damage which may be suffered by any recipient through relying on anything contained in or omitted from this document. This material is distributed by Goldman Sachs Asset Management Australia Pty Ltd ABN 41 006 099 681, AFSL 228948 (‘GSAMA’) and is intended for
viewing only by wholesale clients for the purposes of section 761G of the Corporations Act 2001 (Cth). This document may not be distributed to retail clients in Australia (as that term is defined in the Corporations Act 2001 (Cth)) or to the general public. Confidentiality :No part of this material may, without GSAM’s prior written consent, be (i) copied, photocopied
or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorized agent of the recipient. Copyright © 2015, Goldman Sachs. All rights reserved. 2999-OTU-11381
www.gsam.com/australia
CSAUS_287236_150115_A4
Worst
Australian
Infrastructure
46.24%