Property Fund
The Property Fund is a medium to high risk orientated portfolio constructed to produce optimised risk adjusted returns from investments in Australasian and global property securities.
The objectives of the Property Fund are to accumulate a desirable capital sum in the long term. The key factors that determine the returns on the investments for this fund include property rentals,dividends,interest rates and changes in market values.
Investors should note that there is risk that negative returns can be experienced in any of the DorchesterLife Investment Funds as the investment assets acquired for the Funds are linked to investment market price movements and currency fluctuations.
Further details relating to the fund options are contained in the relevant Investment Statement.
Investment Fund Performance - Property Fund
The following returns are Tax Paid and Net of Investment Management Fees.
| 31 March 2004 |
9.95% |
| 31 March 2005 |
10.82% |
| 31 March 2006 |
12.68% |
| 31 March 2007 |
17.00% |
| 31 March 2008 |
-15.85% |
| 31 March 2009 |
-51.70% |
| Average Tax Paid Annual Return - Last 7 years -1.68% |
Future Fund Earnings Rates are dependent on Investment Markets and Tax Legislation and are therefore NOT GUARANTEED.