Past performance is not a reliable indicator of future performance. Investing involves risk including loss of principal.
1 Source: Russell Investments and Australian Securities Exchange “Long-term investing report: full report 2012”.
*Australian shares is S&P/ASX All Ordinaries Accumulation Index; Fixed interest is UBS Australian Composite Bond Index; Overseas Shares is MSCI World ex Australia Gross Dividends Accumulation Index in A$ (unhedged); Cash measure assumes an investment of $50,000 in Cash Management Accounts at banks (averages of the five largest banks’ rates) sourced from the Reserve Bank of Australia. Australian Consumer Price Index (inflation) in the chart is the annualised compounding average rate for the 20 years to December 2011 (Source: Bloomberg). Inflation rates will vary over time and this figure is used for illustrative purposes.
IMPORTANT INFORMATION
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Managed Funds
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This document contains general information only and does not take into account an individual's circumstances and consideration should be given to talking to a financial or other professional adviser before making an investment decision. Investors should bear in mind that investing involves risk and that the fund’s target return objective is a guideline only and may be affected by unknown risks and uncertainties, and that actual returns may differ.
iShares Exchange Traded Funds
Before investing in an iShares exchange traded fund, you should carefully consider whether such products are appropriate for you, read the applicable prospectus or product disclosure statement (“PDS”) available at iShares.com.au and consult an investment adviser.
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Australian iShares funds: BIMAL is the Responsible Entity for the managed investment scheme iShares funds quoted on ASX, and is the issuer of units in those iShares funds. Each fund constitution provides that the liability of each unit holder is limited to its investment in the fund. In addition to the normal risks associated with investing, there may be risks associated with investments in smaller companies and those narrowly focused.
International iShares funds: BAMAL is the local agent and intermediary for Australian iShares funds issued by iShares (iShares, Inc. ARBN 125632 279 formed in Maryland, USA; iShares Trust ARBN 125 632 411 organised in Delaware, USA. The liability of shareholders is limited). BlackRock Fund Advisors (“BFA”) serves as an advisor to the iShares funds that are registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940. BFA is a subsidiary of BlackRock Institutional Trust Company, N.A (“BTC”). BTC is a wholly-owned subsidiary of BlackRock. Trades on ASX in the shares of an international iShares fund are settled using CHESS Depositary Interests (or “CDIs"). An investment in an international iShares fund involves investing in international markets. In addition to the normal risks associated with investing, international investments may involve the risk of losing all or part of any capital from unfavourable fluctuations in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. An investment in emerging markets and single countries may also involve heightened other risks such as increased volatility and the possibility of lower trading volume.
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