Price & Performance

Review of 2009

The portfolio achieved a return of 10.0 percent for the year to 30 June 2009. The return was in the form of cash flow 51.6 percent, unrealised gains 38.5 percent and franking credits 9.9 percent. The current assets in the AIX portfolio have generated a return of 18.9 percent per annum (including franking) since inception.