Investment Fund Performance
SHARES |
TYPE OF FUNDS |
UNIT PRICE PERFORMANCE |
2005 |
2006 |
2007 |
2008 |
2009 |
Equity Fund |
22.05% |
59.76% |
61.96% |
-50.96% |
95.55% |
Equity Income Fund |
2.28% |
55.80% |
51.47% |
-50.71% |
86.93% |
Equity Infrastructure Fund* |
- |
- |
- |
- |
5.66% |
Equity Dynamic Fund* |
- |
|
- |
- |
7.09% |
Equity Sharia Fund* |
- |
- |
- |
- |
7.28% |
MONEY MARKET |
TYPE OF FUND |
UNIT PRICE PERFORMANCE |
2005 |
2006 |
2007 |
2008 |
2009 |
Money Market Plus Fund |
7.51% |
12.22% |
5.31% |
3.79% |
5.55% |
FIXED INCOME |
TYPE OF FUND |
UNIT PRICE PERFORMANCE |
2005 |
2006 |
2007 |
2008 |
2009 |
Bond Fund |
5.82% |
20.96% |
7.12% |
1.99% |
16.33% |
MIXED |
TYPE OF FUNDS |
UNIT PRICE PERFORMANCE |
2005 |
2006 |
2007 |
2008 |
2009 |
Balanced Fund |
5.07% |
23.93% |
18.10% |
-19.82% |
30.02% |
Balanced Progressive Fund |
3.01% |
52.84% |
49.99% |
-46.18% |
71.07% |
Balanced Target Fund* |
- |
- |
- |
- |
2.84% |
Balanced Sharia Fund* |
- |
- |
- |
- |
2.82% |
Notes:
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The past Investment Performance does not describe the future performance. The Investment Value can increase or decrease. The Customer may not make any assumption that the future investment performance will give the same profits as or bigger than in the past.
-
The agent of PT Commonwealth Life is professionally trained to provide financial planning suiting the Customer’s needs. However, in choosing the type of investment fund, the agent of PT Commonwealth Life does not give direction or recommends the Customer to select any certain investment fund or investment manager. In decision making, the Customers have to rely on their respective considerations and evaluation, without any coercion or direction by the agent of PT Commonwealth Life