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Fidelity Life's Options Portfolio dipped slightly in September, making a
return of -0.56%, a remarkable result, given extreme market conditions.
It's annual return for the year to 30 September 2008
stands at 15.41% (after tax and
fees).
The result for September is in line with the performance aims of the fund, as we
expect three months in every twelve to show a negative return.
Launched on 1 August 2004, the Options Portfolio has returned 10.84% per
annum after tax and management fees since inception to 30 September
2008.
Net returns
one
month -0.56% (negative 0.56%)
three
months 3.15%
one
year 15.41%
three
years 11.70% p.a.
inception 10.84% (four years two months)
The Options
Portfolio update for September is now available on the Adviser Centre Website -
just
click here.
KiwiSaver 6-month
performance
Our KiwiSaver funds continue to
perform towards the top of the table, according to FundSource.
Here's the results to end August,
showing that Fidelity Options is FIRST out of 82 funds and our
Aggressive Kiwi Fund Has the SECOND highest returns out of 82 funds
surveyed.
|
|
Sector |
6 month
performance |
Rank |
Worst
performer |
|
Conservative Kiwi |
Diversified defensive |
4.00% |
2/15 |
1.53% |
|
Balanced
Kiwi |
Diversified balanced |
3.62% |
2/23 |
-1.84% |
|
Growth
Kiwi |
Diversified growth |
3.54% |
3/21 |
-2.11% |
|
Aggressive Kiwi |
Diversified growth |
7.15% |
1/21 |
-2.11% |
|
Options
Kiwi |
Other |
19.15% |
1/3 |
-10.67% |
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