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Quarter 3 of 2007
Articles
Super Calculator
Not too late to convert assets into a tax-free retirement income stream
Paid of in Dividends
Stock Lab: Guide to analysing stocks (Part 1)
Investment Markets Data - To 31st August 2007.
Another service you'll find of use on our website - eWombat
Don't overlook CGT.
Sub-prime what?
Weathering the storm
Investment Markets Data - To 31st July 2007.
A vital question about your domain name(s).
Against the trend
What is the ideal mix of companies?
The estate-planning challenge
Investing in a toppy market
Investment Markets Data - To 30th June 2007.
Investment Markets Data - To 30th June 2007.
.

Economic Indicators

Economic GrowthQuarterYear
Australian GDP1.6% (March 07)3.8% (to March 07)
U.S. GDP (annualised)0.7% (March 07)1.9% (to March 07)
Inflation
Australian CPI0.1% (March 07)2.4% (March 07)
U.S. CPI---2.7% (May 07)
Unemployment
Australian Unemployment Rate---4.2% (May 07)
U.S. Unemployment Rate---4.5% (May 07)
Official Interest Ratesat 30th June 07at 31st May 07
RBA cash rate6.256.25
US Federal Funds Rate5.255.25
Bank of Japan0.500.50
European Central Bank4.003.75
Bank of England5.505.50
10 Year Bond Rates
Australian Interest Rates - 10 year bond yield6.266.02
U.S. Interest Rates - 10 year bond yield5.034.89
Exchange Rates
$A/$USD Exchange Rate0.8484 0.8277
$A/$EUR Exchange Rate062820.6151
$A/$GBP Exchange Rate0.42290.4184
$A/$JPY Exchange Rate104.7732100.8202

 

Investment market performance to 30th June 2007

Asset class
Index

1 mth %

3 mths %

6 mths %

1 yr % pa

2 yr % pa

3 yr % pa

5 yr % pa

Australian cash

UBSA bank bill index

0.5

1.6

3.2

6.4

6.1

5.9

5.6

Australian fixed interest

UBSA composite bond index

-0.5

0.3

1.7

4.0

3.7

5.0

5.4

International fixed interest

Lehman global aggregate (hedged)

-0.3

-0.5

0.9

5.7

3.4

6.1

6.9

Australian property

S&P/ASX 300 property trust accum index

-4.8

2.5

0.2

26.3

22.1

20.9

18.4

International property

UBS global investors index ($A hedged)

-8.3

-7.7

-3.9

18.6

N/a

N/a

N/a

Australian share

S&P/ASX 300 accum index

-0.1

5.6

12.9

29.2

26.6

26.4

19.3

International share (unhedged)

MSCI world ex Australia ($A unhedged)

-3.3

1.3

1.1

7.8

13.7

8.9

4.7

International share (hedged)

MSCI world ex Australia ($A hedged)

-0.8

6.5

9.1

23.7

20.5

18.1

14.4

International smaller companies

S&P / Citigroup World <US$1.5bn cap ($A unhedged net div)

-2.8

0.6

3.1

6.9

N/a

N/a

N/a

Global emerging markets

MSCI EM in $A (div reinvested)

2.1

9.5

9.2

27.0

32.8

29.4

19.9

Important information

The information contained in this publication is current at the date of issue and may change over time. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. In preparing this information we did not take into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision you need to consider (with or without the assistance of an adviser) whether this information is appropriate to your needs, objectives and circumstances.

 



16th-July-2007

        
FuturePlan Partners Pty Ltd, ACN 097 032 114, Corporate Authorised Representative of
SECURITOR Financial Group Limited, ABN 48 009 189 495, AFSL and Australian Credit License 240687,
Level 7, 530 Collins Street , Melbourne VIC 3000.