Disclosure Statement

The information contained in this website is believed to be current at the time of publication. While it is believed to be accurate and reliable, no guarantee is provided. This website provides general advice only and does not provide specific advice for any person and in its preparation Bradley Nuttall Limited has not taken into account the investment objectives, specific needs or financial situation of any particular person. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Before making any decision regarding your investment and/or risk management strategy you should consult a Bradley Nuttall adviser for advice on your particular situation.

Disclaimers:

  • 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 decisions.

 

Asset Class Jan 1990 – June 1991 July 1991 – Jan 1997 Feb 1997 – June 2003 July 2003 – Dec 2004 Jan 2005 – April 2009 May 2009 – Dec 2010 Jan 2011 – March 2013 April 2013 – Dec 2014
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 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  (Source: First NZ & Harbour Asset Management) 67% Harbour Corporate Bond Fund, 33% AMP NZ Fixed Interest Fund (Source: AMP & Harbour Asset Management) 67% Harbour Corporate Bond Fund, 33% AMP NZ Fixed Interest Fund (Source: AMP & Harbour Asset Management)
NZ Property NZX Property Gross Index (Source: Morningstar) NZX Property Gross Index (Source: Morningstar) NZX Property Gross Index (Source: Morningstar) Consilium Listed Property Portfolio (Source: NZX and Morningstar) Consilium Listed Property Portfolio (Source: NZX and Morningstar) Consilium Listed Property Portfolio (Source: NZX and Morningstar) Consilium Listed Property Portfolio (Source: NZX and Morningstar) Consilium Listed Property Portfolio (Source: NZX and Morningstar)
NZ Equities NZX Top Ten Index (Source: NZX) NZSX 40 Accum Index (Source: NZX) NZX 40 Accum Index to January 2001, February 2001 to present NZX 50 Accum (Source: NZX) NZX 50 Accum (Source: NZX) Smartshares FNZ  (Source: Smartshares) Smartshares FNZ (Source: Smartshares) Smartshares FNZ (Source: Smartshares) Smartshares FNZ (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) 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 82.35% DFA Global Core Strategy Unhedged and 17.65% DFA Global Value Strategy (Source: DFA) 82.35% DFA Global Core Strategy Unhedged and 17.65% DFA Global Value Strategy (Source: DFA) 82.35% DFA Global Core Strategy Unhedged and 17.65% DFA Global Value Strategy (Source: DFA) 82.35% DFA Global Core Strategy Unhedged and 17.65% DFA Global Value Strategy (Source: DFA) 82.35% DFA Global Core Strategy Unhedged and 17.65% DFA Global Value Strategy (Source: DFA) 82.35% DFA Global Core Strategy Hedged and 17.65% DFA Global Value Strategy (Source: DFA) 82.35% DFA Global Core Strategy Hedged and 17.65% DFA Global Value Strategy (Source: DFA) 59.53% DFA Global Core Strategy Hedged to NZD, 32.14% DFA Global Value Strategy and 8.33% DFA Global Small (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) DFA Emerging Markets Strategy (Source: DFA) 50% DFA Emerging Markets Strategy and 50% iShares MSCI Emerging Markets(Source: DFA & ASX)
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) DFA 5 Year Fixed Interest Strategy Hedged to NZD (Source: DFA) 50% DFA 5 Year Fixed Interest Strategy Hedged to NZD and 50% DFA Global Bond Fund Trust 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) DFA Global Property (Source: DFA) DFA Global Property (Source: DFA)
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