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Public Trustee is committed to
providing security and
excellence in personal
trustee services to the South Australian
community in a caring and
responsive manner

Quarterly Investment Report

December 2001

Download and view Quarterly Investment Reports in Adobe Acrobat PDF format here.

Quarterly Investment Report (All Sections)

Quarterly Investment Report (Specific Sections)

Equities Investment Strategy

Growth Investment Strategy

Balanced Investment Strategy

Capital Stable Investment Strategy

Cash Investment Strategy

Overseas Shares Common Fund

Australian Share Common Fund

Listed Property Securities Common Fund

Overseas Fixed Interest Common Fund

Long Term Fixed Interest Common Fund

Short Term Fixed Interest Common Fund

Cash Common Fund

Note:
The investment returns presented in this quarterly report relate to past performances and must not be taken to imply that this predicts future returns of the funds. The information and opinions contained in this report have been compiled or are arrived at by Public Trustee from sources believed to be reliable and in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctness. The information in this report is of a general nature. Before acting on any of the information, Public Trustee strongly recommends that you contact the Office to discuss your particular circumstance. Public Trustee does not accept liabilities whatsover for any direct or consequential loss arising from any usage of information herein contained.