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Bradley Nuttall 90% Equity / 10% Fixed Interest Portfolio90/10

BNL Portfolio 90/10: 90% Equtiy and 10% Fixed Income, Most Aggressive - Suitable for investors with a time horizon of approximately 12 years before they begin spending large amounts of their portfolio. This portfolio is acceptable for those seeking a higher degree of volatility in order to achieve higher portfolio growth.

Allocation: BNL Portfolio 90/10

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

 

risk-capacity-survey
New Zealand Equity 15.00 50
New Zealand Real Estate 7.00 6
Australian Large Cap 4.50 100
Australian Value 7.50 200
Australian Small Cap 3.00 460
Global Core 35.00 5200
Global Value 7.50 640
Global Real Estate 3.00 270
Emerging Markets 7.50 1300
Five-Year Global Fixed Income 5.00 80
New Zealand Fixed Income 3.00 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 90/10

BNL Portfolio 90/102011201020093 Yrs5 Yrs10 Yrs21 Yrs
Growth ($) 0.94 1.11 1.27 1.32 1.04 1.68 4.62
Return (%) -6.29 11.44 26.62 9.76 0.70 5.29 8.97
Risk (%) 10.88 13.23 15.65 13.52 13.88 12.10 11.35

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

Rolling Period Returns: BNL Portfolio 90/10 20 Years 1991 - 2011

Time PeriodHighest (%)Start DateLowest (%)Start Date
1 Month 10.80 Apr-09 -10.90 Aug-08
1 Year 43.19 Apr-09 -26.81 Nov-07
2 Years 26.15 Apr-09 -15.81 Apr-07
3 Years 24.81 Apr-03 -8.22 Apr-06
4 Years 20.68 Apr-03 -1.85 Oct-07
5 Years 16.46 Sep-95 0.70 Jan-07
6 Years 15.17 Feb-95 4.06 Oct-05
7 Years 13.72 Nov-92 2.35 Apr-02
8 Years 14.32 Nov-92 2.46 Apr-01
9 Years 14.13 Jan-91 3.07 Apr-00
10 Years 13.37 Feb-91 4.34 Apr-99
11 Years 12.43 Jan-91 4.27 Oct-00
12 Years 12.08 Feb-95 5.26 Jan-00

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

Annual Returns: BNL Portfolio 90/10 20 Years 1991 - 2011

90-10_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 90/10 20 Years 1991 - 2011

90-10_Historgram_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

90-10_Growth_of_1_Bar

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

90-10_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

90-10_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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