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Bradley Nuttall 20% Equity / 80% Fixed Interest Portfolio20/80

BNL Portfolio 20/80: 20% Equtiy and 80% Fixed Income, Defensive - Suitable for investors with a time horizon of approximately 3 years before they begin spending large amounts of their portfolio. This portfolio is acceptable for those seeking a lower degree of volatility and have an emphasis on capital preservation.

Allocation: BNL Portfolio 20/80

Bradley Nutall IndicesAllocation (%)Approximate Number of Stocks and Bonds
90-10

 

risk-capacity-survey
New Zealand Equity 3.00 50
New Zealand Real Estate 4.00 6
Australian Large Cap 0.90 100
Australian Value 1.50 200
Australian Small Cap 0.60 460
Global Core 7.00 5200
Global Value 1.50 640
Global Real Estate 0.00 270
Emerging Markets 1.50 1300
Five-Year Global Fixed Income 35.00 80
New Zealand Fixed Income 43.00 60
Cash 2.00 1
Totals* 100.00 8367

Sources, Disclosures and Updates: See BNL Disclosure page, *some positions may be in multiple and thus double counted.

Risk and Return: BNL Portfolio 20-80

BNL Portfolio 20-802011201020093 Yrs5 Yrs10 Yrs21 Yrs
Growth ($) 1.05 1.08 1.10 1.25 1.36 1.99 4.51
Return (%) 5.21 7.78 10.35 7.76 6.39 7.10 8.21
Risk (%) 1.86 2.69 4.83 3.32 3.27 2.77 2.80

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Rolling Period Returns: BNL Portfolio 20-80 20 Years 1991 - 2011

Time PeriodHighest (%)DatesLowest (%)Dates
1 Month 3.17 Feb-91 -1.70 Aug-98
1 Year 16.23 Jan-91 -0.56 Feb-94
2 Years 12.89 Aug-95 2.72 Apr-07
3 Years 12.34 Apr-95 4.12 Apr-06
4 Years 11.27 Feb-95 5.71 Apr-99
5 Years 10.48 Jan-95 5.93 Apr-98
6 Years 10.14 Jan-91 6.51 Aug-98
7 Years 10.19 Jan-91 6.47 Apr-02
8 Years 10.09 Jan-91 6.40 Apr-01
9 Years 9.83 Jan-91 6.50 Apr-00
10 Years 9.49 Jan-91 6.52 Apr-99
11 Years 9.23 Jan-91 6.55 Apr-98
12 Years 8.77 Feb-95 7.01 Jan-00

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Annual Returns: BNL Portfolio20-80 20 Years 1991 - 2011

20-80_Annual_Returns

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Histogram of Annual Returns: BNL Portfolio 20-80 20 Years 1991 - 2011

20-80_Histogram_of_Annual_Returns

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Growth of $1 in BNL Portfolios 20 Years 1991 - 2011

20-80_Growth_of_1_Bar

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

20-80_Growth_of_1_Line

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Risk Return Scatter Plot in BNL Portfolios 20 Years 1991 - 2011

20-80_Risk_Reward_Scatter_Plot

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

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