Alexander
Forbes Lifestage Portfolio
Performance
|
Month |
AF Cons Growth |
| |
|
| Cumulative return
|
|
|
01.01.18 - 31.12.18 |
0.66% |
| |
|
| December 2018 |
|
| November 2018 |
|
| October 2018 |
|
| September 2018 |
|
| August 2018 |
|
| July 2018 |
|
| June 2018 |
|
|
May 2018 |
-1.00% |
|
April 2018 |
1.33% |
|
March 2018 |
0.16% |
|
February 2018 |
0.24% |
|
January 2018 |
-0.06% |
| |
|
|
Month
|
AF Cons Growth |
| |
|
| Cumulative return
|
|
|
01.01.17 - 31.12.17 |
10.33% |
| |
|
| December 2017 |
0.91% |
| November 2017 |
0.24% |
| October 2017 |
1.56% |
| September 2017 |
0.81% |
| August 2017 |
0.84% |
| July 2017 |
1.83% |
| June 2017 |
-0.32% |
|
May 2017 |
0.47% |
|
April 2017 |
1.27% |
|
March 2017 |
0.71% |
|
February 2017 |
0.25% |
|
January 2017 |
1.36% |
| |
|
|
Month |
AF Cons Growth |
| |
|
| Cumulative return
|
|
|
01.01.16 -
31.12.16 |
7.75% |
| |
|
| December 2016 |
0.95% |
| November 2016 |
-0.22% |
| October 2016 |
-0.44% |
| September 2016 |
0.32% |
| August 2016 |
0.28% |
| July 2016 |
1.04% |
| June 2016 |
0.11% |
|
May 2016 |
1.180% |
|
April 2016 |
1.080% |
|
March 2016 |
2.740% |
|
February 2016 |
0.550% |
|
January 2016 |
-0.060% |
| |
|
|
Month |
AF High Growth |
AF High/Med Growth |
AF Medium Growth |
AF Med/Cons Growth |
AF Cons Growth |
| |
|
|
|
|
|
| Cumulative return
|
|
|
|
|
|
|
01.01.15 -
31.12.15 |
9.874% |
8.350% |
7.591% |
8.030% |
7.057% |
| |
|
|
|
|
|
| December 2015 |
-0.410% |
-0.650% |
-0.960% |
-0.640% |
-0.930% |
| November 2015 |
-0.790% |
-0.860% |
-0.750% |
-0.250% |
-0.140% |
| October 2015 |
5.910% |
5.100% |
4.420% |
3.460% |
2.720% |
| September 2015 |
-0.530% |
-0.420% |
-0.340% |
0.050% |
0.140% |
| August 2015 |
-1.480% |
-1.190% |
-0.970% |
-0.640% |
-0.400% |
| July 2015 |
1.800% |
1.490% |
1.420% |
1.320% |
1.240% |
| June 2015 |
-1.180% |
-0.840% |
-0.620% |
-0.100% |
0.110% |
|
May 2015 |
-2.030% |
-1.720% |
-1.520% |
-1.320% |
-1.060% |
|
April 2015 |
2.620% |
2.250% |
1.940% |
1.590% |
1.280% |
|
March 2015 |
0.530% |
0.390% |
0.350% |
0.410% |
0.420% |
|
February 2015 |
2.960% |
2.180% |
1.790% |
1.390% |
1.010% |
|
January 2015 |
2.350% |
2.540% |
2.760% |
2.590% |
2.530% |
| |
|
|
|
|
|
|
Month |
AF High Growth |
AF High/Med Growth |
AF Medium Growth |
AF Med/Cons Growth |
AF Cons Growth |
| |
|
|
|
|
|
| Cumulative return
|
|
|
|
|
|
| 01.01.14-
31.12.14 |
12.117% |
11.241% |
11.022% |
10.269% |
9.975% |
| |
|
|
|
|
|
|
December 2014 |
0.950% |
0.870% |
0.690% |
0.550% |
0.370% |
|
November 2014 |
0.900% |
0.850% |
0.850% |
0.860% |
0.880% |
|
October 2014 |
0.540% |
0.590% |
0.840% |
1.010% |
1.260% |
|
September 2014 |
-0.660% |
-0.630% |
-0.520% |
-0.250% |
-0.180% |
|
August 2014 |
0.210% |
0.270% |
0.460% |
0.540% |
0.670% |
|
July 2014 |
1.020% |
1.010% |
1.020% |
0.930% |
0.870% |
|
June 2014 |
1.890% |
1.720% |
1.530% |
1.290% |
1.100% |
|
May 2014 |
1.670% |
1.440% |
1.400% |
1.300% |
1.170% |
|
April 2014 |
1.660% |
1.530% |
1.410% |
1.260% |
1.130% |
|
March 2014 |
1.820% |
1.680% |
1.700% |
1.630% |
1.660% |
|
February 2014 |
2.120% |
1.960% |
1.930% |
1.750% |
1.730% |
|
January 2014 |
-0.580% |
-0.550% |
-0.770% |
-1.020% |
-1.080% |
| |
|
|
|
|
|
|
Month |
AF High Growth |
AF High/Med Growth |
AF Medium Growth |
AF Med/Cons Growth |
AF Cons Growth |
| |
|
|
|
|
|
| Cumulative return
|
22.145% |
18.187% |
15.533% |
11.912% |
9.694% |
| 01.01.13-
31.12.13 |
|
|
|
|
|
| |
|
|
|
|
|
|
December 2013 |
2.850% |
2.440% |
2.130% |
1.670% |
1.330% |
|
November 2013 |
-0.620% |
-0.520% |
-0.490% |
-0.360% |
-0.320% |
|
October 2013 |
2.750% |
2.350% |
2.090% |
1.720% |
1.450% |
|
September 2013 |
3.870% |
3.310% |
3.140% |
2.750% |
2.530% |
|
August 2013 |
2.090% |
1.610% |
1.210% |
0.730% |
0.380% |
|
July 2013 |
3.220% |
2.710% |
2.260% |
1.730% |
1.320% |
|
June 2013 |
-4.240% |
-3.660% |
-3.190% |
-2.520% |
-1.880% |
|
May 2013 |
6.140% |
4.800% |
3.750% |
2.360% |
1.380% |
|
April 2013 |
-1.330% |
-0.800% |
-0.390% |
-0.080% |
0.460% |
|
March 2013 |
2.330% |
2.000% |
1.780% |
1.530% |
1.300% |
|
February 2013 |
-0.730% |
-0.480% |
-0.340% |
-0.130% |
-0.050% |
|
January 2013 |
4.300% |
3.370% |
2.790% |
2.030% |
1.460% |
| |
|
|
|
|
|
|
Month |
AF High Growth |
AF High/Med Growth |
AF Medium Growth |
AF Med/Cons Growth |
AF Cons Growth |
| |
|
|
|
|
|
| Cumulative return
|
|
|
|
|
|
| 01.01.12-
31.12.12 |
19.533% |
18.103% |
17.059% |
15.306% |
14.053% |
| |
|
|
|
|
|
|
December 2012 |
1.390% |
1.440% |
1.420% |
1.280% |
1.240% |
|
November 2012 |
1.570% |
1.500% |
1.450% |
1.350% |
1.250% |
|
October 2012 |
2.910% |
2.280% |
1.860% |
1.350% |
0.950% |
|
September 2012 |
1.350% |
1.230% |
1.180% |
1.050% |
0.920% |
|
August 2012 |
2.570% |
2.170% |
1.890% |
1.550% |
1.290% |
|
July 2012 |
2.080% |
2.170% |
2.220% |
2.170% |
2.120% |
|
June 2012 |
0.700% |
0.860% |
1.020% |
1.140% |
1.280% |
|
May 2012 |
-0.640% |
-0.450% |
-0.340% |
-0.150% |
-0.030% |
|
April 2012 |
1.530% |
1.490% |
1.430% |
1.290% |
1.200% |
|
March 2012 |
0.510% |
0.450% |
0.400% |
0.440% |
0.400% |
|
February 2012 |
0.870% |
0.800% |
0.770% |
0.740% |
0.740% |
|
January 2012 |
3.200% |
2.860% |
2.590% |
2.140% |
1.880% |
| |
|
|
|
|
|
|
Month |
AF High Growth |
AF High/Med Growth |
AF Medium Growth |
AF Med/Cons Growth |
AF Cons Growth |
| |
|
|
|
|
|
| Cumulative return
|
|
|
|
|
|
|
01.01.11-
31.12.11 |
4.527% |
4.452% |
4.454% |
4.460% |
4.460% |
| |
|
|
|
|
|
| December 2011 |
-0.620% |
-0.350% |
-0.160% |
0.110% |
0.270% |
| November 2011 |
1.400% |
1.200% |
1.050% |
0.920% |
0.800% |
| October 2011 |
4.760% |
4.080% |
3.600% |
2.840% |
2.430% |
| September 2011 |
0.580% |
0.350% |
0.130% |
0.010% |
-0.210% |
| August 2011 |
0.030% |
0.210% |
0.450% |
0.630% |
0.790% |
| July 2011 |
-0.280% |
-0.100% |
0.020% |
0.200% |
0.340% |
| June 2011 |
-1.310% |
-0.940% |
-0.660% |
-0.300% |
-0.020% |
| |
|
|
|
|
|
|
