Global EquityInvesting from a Protection of Capital Perspective
Global Equity Investing from a Protection of Capital Perspective
1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011$500
$1,500
$2,500
$3,500
$4,500
$5,500
$6,500
$7,500NZAM vs Global Equities since Sept 1991
NZAM Model Portfolio MSCI World Net Index (NZD)
<-40
%
-30%
-20%
-10% 0%
10%
20%
30%
40%
50%
>60%
0
10
20
30
40
50
60
70
80
90
100
NZAM 12 month rolling returns vs MSCI World NZD
NZAM Model Portfolio MSCI World Net Index (NZD)
Return Range (%)
Num
ber o
f 12
Mon
th R
ollin
g P
erio
ds
Global Equity Investing from a Protection of Capital Perspective
Global Equity Investing from a Protection of Capital Perspective
1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011$0
$500
$1,000
$1,500
$2,000
$2,500
$3,000
$3,500
$4,000
$4,500
MSCI World Net Index in NZD since Sept1991
MSCI World Net Index (NZD)
Global Equity Investing from a Protection of Capital Perspective
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011$0
$200
$400
$600
$800
$1,000
$1,200
MSCI World Net Index in NZD since Oct 2000
MSCI World Net Index (NZD)
Global Equity Investing from a Protection of Capital Perspective
1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011$500
$1,000
$1,500
$2,000
$2,500
$3,000
$3,500
$4,000MSCI The World Index since Sept 1991
MSCI The World Index Free - Net - (LCL)
Global Equity Investing from a Protection of Capital Perspective
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011$0
$200
$400
$600
$800
$1,000
$1,200
$1,400
MSCI The World Index since October 2000
MSCI The World Index Free - Net - (LCL)
Global Equity Investing from a Protection of Capital Perspective
1971 1973 1975 1977 1979 1981 1983 1985 1987 1989 1991 1993 1995 1997 1999 2001 2003 2005 2007 2009 2011$500
$5,500
$10,500
$15,500
$20,500
$25,500
$30,500
$35,500
$40,500
MSCI The World Index since 1969
MSCI The World Index - Net
Global Equity Investing from a Protection of Capital Perspective
Underwater Curve – S&P 500 ex 1928
Global Equity Investing from a Protection of Capital Perspective
1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011$500
$2,500
$4,500
$6,500
$8,500
$10,500
$12,500
$14,500
$16,500
$18,500
HFRI Equity Hedge index vs MSCI World IndexJanuary 1990 - August 2012
HFRI Equity Hedge (Total) Index MSCI The World Index Free - Net - (LCL)
Global Equity Investing from a Protection of Capital Perspective
Global Equity Investing from a Protection of Capital Perspective
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011$0
$1,000
$2,000
$3,000
$4,000
$5,000
$6,000
US Manager since inception January 2000
US Manager S&P 500 TR
Global Equity Investing from a Protection of Capital Perspective
1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011$500
$1,500
$2,500
$3,500
$4,500
$5,500
$6,500
$7,500NZAM vs Global Equities since Sept 1991
NZAM Model Portfolio MSCI World Net Index (NZD)
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