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Fusion Glb Balanced Fd Performance figures as of: 20/01/2006
Unit Trust Centre > Singapore Insurance Linked > Asset Alloc Global Neutral > Fusion Glb Balanced Fd

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
Fusion Glb Balanced Fd  3.380  6.050      
Sector (Asset Alloc Global Neutral)  3.560  8.260  37.470  25.050  
Absolute Ranking in Sector  15/26  18/26      
Best Fund in Sector (click to see best fund for each period)  7.000  13.970  56.650  44.380  
Quartile Ranking  3  3      

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
Fusion Glb Balanced Fd  3.180  12.780      
Sector (Asset Alloc Global Neutral)  6.450  7.790  20.290  -2.970  
Quartile Ranking  3  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
Fusion Glb Balanced Fd          
Sector (Asset Alloc Global Neutral)  1.820  2.200  2.580  3.190  
Volatility Ranking in Sector          
Least Volatile Fund in Sector  1.260  1.560  2.010  2.780  
Most Volatile Fund in Sector  2.400  3.120  2.920  3.590  
Quartile Ranking          

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

 

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