Performance Unit Trust

The Performance Unit Trust is designed as a moderately aggressive investment vehicle to provide enhanced returns over the medium to long term. Investors should view this Unit Trust as a medium/higher risk investment suitable for a 5 years plus investment time frame.

The Performance Unit Trust will invest in a diversified range of asset categories depending on the historical trends and the researched opportunities identified by the manager. In addition, part of this fund will utilise limited leverage to borrow in low interest rate currencies and invest in bonds, companies and funds yielding higher returns than the cost of the borrowing. This should significantly enhance returns over the longer term. There will be a very strong bias to international investment options.

The Performance Unit Trust is designed for the investor who wants their investment to achieve higher rates of compounding growth for medium to long term wealth creation.

All dividends and realised capital gains will be reinvested for maximum compounding growth, after allowing for tax obligations and fund expenses.

2011

Performance Fund Update - December

Performance Fund Update - November

Performance Fund Update - October

Performance Fund Update - September

Performance Fund Update - August

Performance Fund Update - July

Performance Fund Update - June

Performance Fund Update - May

Performance Fund Update - April

Performance Fund Quantitative Analysis - March

Performance Fund Update - March