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Quarter 3 of 2008
Articles
When sharemarkets and the real world collide.
What crisis? Export boom on the radar
Investment Property Deductions Disallowed
Grey power on the march for pension reform
Investment Markets Data - To 31st August 2008.
Allocated Pensions and the new tax-free rules
Super realism with projected end-benefits
Looking Back

Investment Markets Data – To 31st July 2008

Dirty Tricks(ters) - Be wary at all times
Investment Property Deductions Disallowed
Part 2 - Top 5 financials to know about a company
Shabby Treatment
Investment Markets Data - To 30th June 2008

Investment Markets Data – To 31st July 2008

Economic Indicators 

 
 QuarterYear
Economic growth  
Australian GDP0.6% (Mar 08)3.6% (to Mar 08)
United States GDP (annualised)1.9% (June 08)1.8% (to June 08)
Inflation  
Australian CPI1.5% (June 08)4.5% (June 08)
United States CPI-5.0% (June 08)
Unemployment  
Australian unemployment rate-4.2% (to June 08)
United States unemployment rate-5.7% (to July 08)
 

 

at 31 Julyat 30 June
Official interest rates  
RBA cash rate7.257.25
US Fed funds rate2.002.00
10 year bond yields  
Australian interest rates6.226.45
United States interest rates3.953.97
Exchange rates  
$A/$USD exchange rate0.94060.9597
$A/$EUR exchange rate0.60280.6091
$A/$GBP exchange rate0.47480.4822
$A/$JPY exchange rate101.6593101.7277
 

Investment market performance to 31 July 2008

Asset class
Index
1 mth %3 mths %6 mths %1 yr % pa2 yr % pa3 yr % pa5 yr % pa
Australian CashUBSA bank bill index0.72.03.97.57.06.66.1
Australian fixed interestUBSA composite bond index1.82.23.25.65.14.44.9
International fixed interestLehman global aggregate (hedged)1.20.81.58.06.85.46.7
Australian propertyS&P/ASX 300 A-REIT index-4.9-23.2-24.5-37.9-14.6-4.84.1
International propertyUBS global investors index ($A hedged)1.0-11.1-7.0-15.8-5.4N/aN/a
Australian shareS&P/ASX 300 accum index-4.7-10.4-10.2-16.04.08.714.4
International share (unhedged)MSCI world ex Australia ($A unhedged)-0.3-8.6-10.4-18.9-6.9-0.82.8
International share (hedged)MSCI world ex Australia ($A hedged)-1.3-7.3-4.6-12.32.36.011.1
International smaller companiesS&P / Citigroup World <US$1.5bn cap ($A unhedged net div)0.0-6.1-9.1-25.0-9.2N/aN/a
Global emerging marketsMSCI EM in $A (div reinvested)-1.8-11.6-7.9-12.98.314.318.1

 

 

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.



19th-August-2008

        
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.