Monthly performances for First Guardian Defensive Strategies Class, First Guardian Diversified Strategies Class, and First Guardian Growth Strategies Class are presented as follows. Percentage returns have been calculated using the Time Weighted Return (TWR) method. These returns are model portfolio returns, and are gross of fees. The returns of your individual investment, relating specifically to your personal superannuation account can be obtained from your Financial Advisor.

1month 3month 6month 1year % p.a Since inception % p.a
First Guardian Master Fund Defensive Model 0.42% 1.25% 1.78% 6.18% 6.18%
Morningstar Multi-Sector Defensive Market Index 0.30% 1.09% 0.06% 1.22% 1.22%
Outperformance 0.12% 0.16% 1.72% 4.96% 4.96%
           
First Guardian Diversified Strategies Class 0.36% 1.20% 1.65% 6.07% 6.07%
Morningstar Multi-Sector Diversified Market Index 1.67% 2.61% -0.64% 1.01% 1.01%
Outperformance -1.31% -1.41% 2.29% 5.06% 5.06%
           
First Guardian Growth Strategies Class 0.32% 1.16% 1.60% 6.07% 6.07%
Morningstar Multi-Sector Growth Market Index 2.41% 3.45% -1.27% 0.40% 0.40%
Outperformance -2.09% -2.28% 2.87% 5.67% 5.67%