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Market Returns

CIP RETURNS SUMMARY as at 27 February 2009

    1 Year       

3 Years

5 Years

Economy

Avg % p.a.

Avg % p.a.

Avg % p.a.

Inflation (Jun 08)

3.4

3.1

2.9

GDP real (Jun 08)

-0.1

1.6

2.5

Housing (Sep 08)

-7.4

5.6

12.5


Interest Rates

Current 6-month rate 3.5%
6 month Deposit (average)

7.6

7.4

6.9

90 -day Bank Bill

8.0

8.0

7.4


Currencies                          Current


1 year ago


3 years ago


5 years ago

NZD/AUD (rate x years ago)       0.7938

0.8733

0.9076

0.8891

NZD/GBP (rate x years ago)       0.3576

0.4057

0.3849

0.3703

NZD/USD (rate x years ago)       0.5151

0.7968

0.6731

0.6916


Currency Effect on Portfolios
NZD/AUD (% chg)

9.1

12.5

10.7

NZD/GBP (% chg)

11.9

7.1

3.4

NZD/USD (% chg)

35.4

23.5

25.5


Share Markets


% return p.a.


% return p.a.


% return p.a.

NZSX 50 Gross Index

-29.6

-8.6

n/a

ASX All Ords Gross Index NZ$

-41.9

-10.8

-0.4


Hang Seng (Hong Kong)


-45.4


-5.5


-0.9

Nikkei 225 (Japan)

-41.2

-16.9

-5.5

SSE Comp (China)

-52.1

20.1

4.9

S&P 500 (USA)

-37.9

-11.8

-5.6

FTSE 100 (UK)

-34.9

-11.3

-2.9

GDAX (Germany)

-43.0

-11.2

-0.9

CAC40 (France)

-43.6

-15.3

-5.5

MSCI World Index NZ$

-46.8

-12.7

-4.1


Commodities


% change p.a.


% change p.a.


% change p.a.

Gold

-3.0

23.1

26.4

Oil

-59.0

-9.4

6.5

Prepared by Peter Collerton, Capital Investment Planning Ltd, February 2009
Capital Investment Planning Ltd, P.O. Box 22238, Christchurch, New Zealand

Phone +64 3 379 1913 Fax +64 3 377 2330

Important Note. This publication may be copied in whole or part provided Capital Investment Planning Ltd is acknowledged as the source. Investment and mortgage rates are indicative only and, whilst correct at the time of publication, are subject to change without notice. Text may be opinion only and should not be seen as a substitute for personal professional advice relative to an individual's personal situation.

 

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