| Syndicate/Trust |
Inception |
Annual total returns
to 30 June 20071 |
Mercer Unlisted Property Fund returns over same period2 |
| Cromwell Diversified Property Trust3 |
Feb 2003 |
17.38% pa |
14.81% pa |
| Goulburn Street Planned Investment / Property Trust4 |
May 2002 |
15.61% pa |
14.19% pa |
| Northbourne Planned Investment3 |
Nov 2001 |
16.91% pa |
13.84% pa |
| TGA Planned Investment |
Nov 2001 |
20.16% pa |
13.84% pa |
| Mary Street Planned Investment / Property Trust3 |
Jun 2001 |
23.85% pa |
13.47% pa |
| Planned Investment / Property Trust No. 45 |
Nov 2000 |
21.55% pa |
11.51% pa |
| Planned Investment /Property Trust No. 33 |
Sep 2000 |
18.67% pa |
13.12% pa |
| Riverfront Planned Investment / Property Trust4 |
Dec 1999 |
13.29% pa |
11.37% pa |
| Terrace Office Park Planned Investment / Property Trust3 |
Jun 1999 |
20.82% pa |
12.77% pa |
Notes
1. Calculated based on Cromwell Group closing price of $1.19 at 30 June 2007. Past performance is not an indication of future performance.
2. Figures from Lonsec Cromwell Property Fund report October 2007. Past performance is not an indication of future performance
3. Assumes investment held since fund inception. Merged with 5 Cromwell managed syndicates and stapled to Cromwell Corporation Limited to form ASX listed Cromwell Group in December 2006.
4. Merged with Cromwell Diversified Property Trust which was then stapled to Cromwell Corporation Limited to form ASX listed Cromwell Group in December 2006.
5. Sold in June 2005.