Walk Forward Optimisation, page-4

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    http://www.fidelitylife.co.nz/Investment-Retirement/Fund-Details.aspx?FundID=6

    Column 1 Column 2 Column 3 Column 4 Column 5 Column 6
    1 Month to date 3 mth 6 mth 1 yr 3 yr 5 yr
    2 1.01% 6.19% 6.09% 11.75% 9.23% 9.14%

    Column 1 Column 2 Column 3
    1 Fund name Fidelity Life Property Portfolio. This portfolio is closed to new investment.  
    2 Permitted investments New Zealand property investments (including direct property investments and property vehicles whether listed or unlisted) and cash.  
    3 Risk Profile The Property Portfolio has a low to medium risk profile over the long term.  
    4 Objectives To aim to provide consistent above average New Zealand property performance over the medium to long term.Benchmarks:NZX Property sector (Gross) Index, andNZX 90-day Bank Bill index, andtop quartile ranking in its Morningstar sector rankings over 3 years.  
    Last edited by aimone: 05/08/15
 
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