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Phillip Growth Fund Performance figures as of: 20/01/2006
Unit Trust Centre > Singapore Registered Funds > Asset Alloc Global Neutral > Phillip Growth Fund

Overview | Performance (Cumulative | Consistency | Volatility)
The performances are calculated on a bid to bid basis with the inclusion of any income or capital gains dividends being reinvested at the dividend date. The fund performances shown are percentage growth values in S$.

Cumulative Performance Analysis (% growth in Singapore Dollar, 20/01/2006)
   6 mo  1 yr  3 yr  5 yr  10 yr
Phillip Growth Fund  9.830  12.820  69.960    
Sector (Asset Alloc Global Neutral)  4.300  8.560  38.100  20.310  42.920
Absolute Ranking in Sector  1/20  4/19  1/17    
Best Fund in Sector (click to see best fund for each period)  9.830  13.600  69.960  54.550  117.840
Quartile Ranking  1  1  1    

Percentage return on investment over entire period shown, assuming reinvestment of all income generated. Also shows ranking within General Sector. Quartile ranking shows which of four quartiles the fund is in for each period.


Consistency of Performance Analysis (% growth in Singapore Dollar, 20/01/2006)
   0-12 mo  12-24 mo  24-36 mo  48-60 mo  108-120 mo
Phillip Growth Fund  13.620  15.820  32.720    
Sector (Asset Alloc Global Neutral)  6.890  7.540  20.640  -2.430  2.730
Quartile Ranking  1  1  1    

Percentage growth for each discrete 12-month period. Also shows ranking within General Sector for each discrete 12 month period. Quartile ranking shows which of four quartiles the fund was in for each discrete period.


Volatility Analysis (% deviation from average for each period, 20/01/2006)
   3 yr  4 yr  5 yr  7 yr  10 yr
Phillip Growth Fund  2.100  2.020      
Sector (Asset Alloc Global Neutral)  1.840  2.090  2.370  2.930  3.780
Volatility Ranking in Sector  14/17  8/15      
Least Volatile Fund in Sector  0.980  1.180  1.360  2.530  2.520
Most Volatile Fund in Sector  2.440  3.040  3.060  3.980  4.670
Quartile Ranking  4  2      

Shows percentage deviation from average change for sector. Sector volatility shows sector's standard deviation from average for all sectors.

 

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