BNL Portfolios

Bradley Nuttall 40% Equity / 60% Fixed Interest Portfolio40/60

BNL Portfolio 40/60: 40% Equtiy and 60% Fixed Income, Moderate - Suitable for investors with a time horizon of approximately 5 years before they begin spending large amounts of their portfolio. This portfolio is acceptable for those seeking a moderate degree of volatility in order to achieve moderate portfolio growth.

Allocation: BNL Portfolio 40/60

Bradley Nutall Indices	Allocation (%)	Approximate Number of Stocks and Bonds
New Zealand Equity	6.00	50
New Zealand Real Estate	5.00	6
Australian Large Cap	1.80	100
Australian Value	3.00	200
Australian Small Cap	1.20	460
Global Core	15.40	5200
Global Value	3.30	640
Global Real Estate	1.00	270
Emerging Markets	3.30	1300
Five-Year Global Fixed Income	32.00	80
New Zealand Fixed Income	26.00	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 40/60

BNL Portfolio 40/60	2011	2010	2009	3 Yrs	5 Yrs	10 Yrs	21 Yrs
Growth ($)	1.02	1.09	1.15	1.27	1.27	1.92	4.68
Return (%)	1.79	9.09	14.82	8.44	4.88	6.74	8.60
Risk (%)	4.23	5.52	7.61	5.96	6.04	5.18	5.09

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

Rolling Period Returns: BNL Portfolio 40/60 20 Years 1991 - 2010

Time Period	Highest (%)	Start Date	Lowest (%)	Start Date
1 Month	5.19	Apr-09	-4.30	Aug-98
1 Year	22.41	Apr-09	-8.05	Nov-07
2 Years	15.31	Apr-09	-2.74	Apr-07
3 Years	14.78	Feb-91	0.61	Apr-06
4 Years	12.89	Feb-95	4.11	Oct-07
5 Years	12.34	Jan-95	4.72	Apr-98
6 Years	11.69	Feb-95	6.24	May-99
7 Years	11.28	Apr-91	5.49	Apr-02
8 Years	11.27	Jan-91	5.43	Apr-01
9 Years	11.24	Jan-91	5.67	Apr-00
10 Years	10.77	Feb-91	6.03	Apr-99
11 Years	10.32	Jan-91	6.07	Apr-98
12 Years	9.93	Feb-95	6.66	Jan-00

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

Annual Returns: BNL Portfolio40/60 20 Years 1991 - 2011

40-60_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 40/60 20 Years 1991 - 2011

40-60_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

40-60_Growth_of_1_Bar

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

40-60_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

40-60_Risk_Reward_Scatter_Plot

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

Disclosures: All returns are net of management fees, but before adviser monitoring and custodial fees. All returns are gross of tax. 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 using relevant benchmarks. All returns have been sourced from data 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.

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