Disclosure and Data Sources

Disclosures

  • All returns are net of management fees, but before adviser monitoring and custodial fees.
  • All returns are gross of all taxes.
  • Bradley Nuttall's asset allocations have changed over time. All returns are based on our current asset allocation model.
  • Returns are a combination of actual returns (where available) and simulated data.
  • All returns have been sourced from data sources that Bradley Nuttall believes are accurate.
  • Past performance is not necessarily an indication of future performance.
  • Individuals should obtain specific investment advice from a qualified adviser before making any investment decision.
Asset ClassJan 1990 - June 1991July 1991 - Jan 1997Feb 1997 - June 2003July 2003 - Dec 2004Jan 2005 - April 2009May 2009 - Dec 2010
Cash NZ One Month Bank Bills (Source: Reuters and Bloomberg) NZ One Month Bank Bills (Source: Reuters and Bloomberg) NZ One Month Bank Bills (Source: Reuters and Bloomberg) NZ One Month Bank Bills (Source: Reuters and Bloomberg) NZ One Month Bank Bills (Source: Reuters and Bloomberg) NZ One Month Bank Bills (Source: Reuters and Bloomberg)
NZ Fixed Interest NZ 10 Year Govt Bond Index (Source: Morningstar) NZ 10 Year Govt Bond Index (Source: Morningstar) NZ 10 Year Govt Bond Index (Source: Morningstar) ANZ Corporate A Bond Index (Source: Morningstar) ANZ Corporate A Bond Index (Source: Morningstar) Harbour Corporate Bond Fund Net of Fees (Source: First NZ & Harbour Asset Management)
NZ Property NZSX Property Gross Index (Source: Morningstar) NZSX Property Gross Index (Source: Morningstar) NZSX Property Gross Index (Source: Morningstar) Bradley Nuttall Listed Property Portfolio (Source: NZSX and Morningstar) Bradley Nuttall Listed Property Portfolio (Source: NZSX and Morningstar) Bradley Nuttall Listed Property Portfolio (Source: NZSX and Morningstar)
NZ Equities NZSX Top Ten Index (Source: NZSX) NZSX 40 Accum Index (Source: NZSX) NZSX 40 Accum Index to January 2001, February 2001 to present NZSX 50 Accum (Source: NZSX) NZX 50 Accum (Source: NZSX) Smartshares FNZ Net of Fees (Source: Smartshares) Smartshares FNZ Net of Fees (Source: Smartshares)
Australian Equities 50% DFA Aus Value Strategy, 30% DFA Aus Large Strategy, 20% DFA Small Strategy (Source: DFA) 50% DFA Aus Value Strategy, 30% DFA Aus Large Strategy, 20% DFA Small Strategy (Source: DFA) 50% DFA Aus Value Strategy, 30% DFA Aus Large Strategy, 20% DFA Small Strategy (Source: DFA) 50% DFA Aus Value Strategy, 30% DFA Aus Large Strategy, 20% DFA Small Strategy (Source: DFA) 50% DFA Aus Value Strategy, 30% DFA Aus Large Strategy, 20% DFA Small Strategy (Source: DFA) 50% DFA Aus Value Strategy, 30% DFA Aus Large Strategy, 20% DFA Small Strategy (Source: DFA)
International Equities 87.5% DFA Global Core Strategy Unhedged and 12.5% DFA Global Value Strategy (Source: DFA) 87.5% DFA Global Core Strategy Unhedged and 12.5% DFA Global Value Strategy (Source: DFA) 87.5% DFA Global Core Strategy Unhedged and 12.5% DFA Global Value Strategy (Source: DFA) 87.5% DFA Global Core Strategy Unhedged and 12.5% DFA Global Value Strategy (Source: DFA) 87.5% DFA Global Core Strategy Unhedged and 12.5% DFA Global Value Strategy (Source: DFA) 87.5% DFA Global Core Strategy Unhedged and 12.5% DFA Global Value Strategy (Source: DFA)
Emerging Markets DFA Emerging Markets Strategy (Source: DFA) DFA Emerging Markets Strategy (Source: DFA) DFA Emerging Markets Strategy (Source: DFA) DFA Emerging Markets Strategy (Source: DFA) DFA Emerging Markets Strategy (Source: DFA) DFA Emerging Markets Strategy (Source: DFA)
International Fixed Interest DFA 5 Year Fixed Interest Strategy Hedged to NZD (Source: DFA) DFA 5 Year Fixed Interest Strategy Hedged to NZD (Source: DFA) DFA 5 Year Fixed Interest Strategy Hedged to NZD (Source: DFA) DFA 5 Year Fixed Interest Strategy Hedged to NZD (Source: DFA) DFA 5 Year Fixed Interest Strategy Hedged to NZD (Source: DFA) DFA 5 Year Fixed Interest Strategy Hedged to NZD (Source: DFA)
International Property DFA Global Property (Source: DFA) DFA Global Property (Source: DFA) DFA Global Property (Source: DFA) DFA Global Property (Source: DFA) DFA Global Property (Source: DFA) DFA Global Property (Source: DFA)

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