90% Equity / 10% Fixed Interest Portfolio

BNL Portfolio 90/10: 90% Equity and 10% Fixed Income.

Most Aggressive: Suitable for investors with a time horizon of approximately 12 years before 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

Asset Classes Allocation (%) Approximate Number of Stocks and Bonds
New Zealand Equity 15.00 50
New Zealand Real Estate 7.00 6
Australian Large Cap 4.50 104
Australian Value 7.50 265
Australian Small Cap 3.00 381
Global Core 25.00 5577
Global Value 13.50 704
Global Small Cap 3.50 3869
Global Real Estate 3.00 319
Emerging Large Cap 4.00 842
Emerging Value 4.00 1510
Global Fixed Income 5.00 444
New Zealand Fixed Income 3.00 204
Cash 2.00 1
 Total*  100.00  14,276

*Includes overlap in which the same security is help in more than one trust. Last updated November 1st 2013.

Risk and Return: 90/10 Portfolio

BNL Portfolio 90/10 2015 2014 2013 3 Yrs 5 Yrs 10 Yrs 25 Yrs
Growth ($) $1.07 $1.09 $1.16 $1.36 $1.48 $2.01 $9.55
Return (%) 7.04% 9.22% 16.21% 10.75% 8.18% 7.21% 9.45%
Risk (%) 8.94% 4.44% 5.71% 6.53% 7.81% 11.21% 10.68%

Reported returns are after fund management fees, but before custodial, administration, adviser fees and transaction costs and before tax.

Highest and Lowest Returns: 90/10 Portfolio

Time Period Highest (%) Start Date Lowest (%) Start Date
1 Month 10.81% Apr-09 -10.90% Aug-08
1 Year 42.41% Apr-09 -26.50% Nov-07
2 Years 25.43% Apr-09 -15.90% Apr-07
3 Years 24.68% Apr-03 -8.17% Apr-06
4 Years 20.70% Apr-03 -2.04% Oct-07
5 Years 16.51% Sep-95 -0.16% Jun-07
6 Years 15.18% Feb-95 1.82% Jul-06
7 Years 13.72% Nov-92 2.32% Apr-02
8 Years 14.34% Nov-92 2.45% Apr-01
9 Years 14.13% Jan-91 3.07% Apr-00
10 Years 13.38% Feb-91 4.34% Apr-99
15 Years 11.48% Nov-92 6.24% Mar-94
20 Years 9.76% Jan-91 7.77% Feb-94

Reported returns are after fund management fees, but before custodial, administration, adviser fees and transaction costs and before tax.

Annual Returns: 90/10 Portfolio

annual returns 90.10

Histogram of Annual Returns: 90/10 Portfolio

histogram 90.10

Growth of $1 in 90/10 Portfolio

growth of $1 90.10

Quarterly Returns: 90/10 Portfolio

quarterly returns 90.10

Risk and Return Scatter Plot

risk & return 90.10

Sources, Disclosures and Updates:

Returns are net manager fees but before gross advisor and custodial fees. See Bradley Nuttall Limited Disclosure Statement. NZX 50 Returns are only available (and are shown) from July 1991. All other return series shown from January 1991.

  • All returns are net of management fees, but before adviser monitoring and custodial fees.
  • All returns are gross of tax.
  • Bradley Nuttall Limited’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 Limited 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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