Market Highlights, Onwards and upwards
Major asset class performance (%)
Asset classes | 1 month | 12 months | 5 years (p.a.) |
Australian Shares | 2.8 | 10.1 | 10.4 |
Global Shares (hedged) | 2.8 | 5.0 | 14.7 |
Global Shares (unhedged) | 4.5 | 0.9 | 17.6 |
Global Emerging Markets (unhedged) | -1.8 | 6.4 | 7.9 |
Global Small Companies (unhedged) | 7.5 | 5.1 | 19.6 |
Global Listed Property | -1.8 | 3.2 | 13.4 |
Cash | 0.1 | 2.1 | 2.8 |
Australian Fixed Income | -1.4 | 3.4 | 5.2 |
International Fixed Income | -1.6 | 4.8 | 6.5 |
Source: JP Morgan & ANZ Wealth, 30 November 2016. Indices: Australian Shares – S&P / ASX300 Accumulation, Global Shares (hedged/unhedged) – MSCI World ex Australia, Global Emerging Markets – MSCI Emerging Free Net in AUD (unhedged), Global Small Companies (unhedged) – MSCI World Small Cap ex Australia, Global Listed Property – FTSE EPRA/NAREIT Developed Rental Index ex Australia (hedged), Cash – Bloomberg Bank Bill, Australian Fixed Income – Bloomberg Composite Bond All Maturities, International Fixed Income – Barclays Global Aggregate Bond Index (hedged). Please note: Past performance is not indicative of future performance. |
Currency
Asset classes | At close on 30/11 | % change 1 month | % change 12 months |
A$/US$ | 0.73 | -2.9 | 2.2 |
A$/euro | 0.70 | 0.6 | 1.9 |
A$/yen | 84.53 | 6.0 | -5.0 |
Trade weighted index | 65.3 | 0.5 | 5.6 |
Source: Bloomberg & ANZ Wealth, 30 November 2016. All foreign exchange rates are rounded to two decimal places. Please note: Past performance is not indicative of future performance. |
Disclaimer: This information is current as at 6 December 2016 but is subject to change. This information is issued by OnePath Funds Management Limited (OFM) ABN 21 003 002 800 AFSL 238342. OFM is a wholly owned subsidiary of Australia and New Zealand Banking Group Limited (ANZ) ABN 11 005 357 522 but is not a bank. The information is general in nature and does not take into account a potential investor’s personal needs, objectives and financial circumstances. This information is not to be construed as investment or financial product advice, and should not be relied upon as a substitute for professional advice. Before acting on this information, potential investors should consider the appropriateness of the advice, having regard to their objectives, financial situation and needs. Potential investors should read the relevant Product Disclosure Statement (PDS) available at onepath.com.au and consider whether the particular product is right for them. Although all the information in this document is obtained in good faith from sources believed to be reliable no representation of warranty, express or implied is made as to its accuracy or completeness. Past performance is not indicative of future performance. The value of investments may rise or fall and the repayment of subscribed capital is not guaranteed.