Investment Seminar
Transcript of Investment Seminar
Investment Seminar
Welcome to
Mazars Moores Rowland
Investment Seminar
Speakers
• Mahesh Cooper – Allan Gray
• Marius Fenwick – Mazars Moores Rowland
Asset Class Performance
April 2009 after 40% tax
Aft
er t
ax
Aft
er t
ax
Aft
er t
ax
Aft
er t
ax
800
100
0
400
Mazars House View
03/01/2005 03/07/2005 03/01/2006 03/07/2006 03/01/2007 03/07/2007 03/01/2008 03/07/2008 03/01/2009 03/07/200990
110
130
150
170
190
210
230
250
270
HOUSEVIEW
ALL SHARE
MM after TAX40%
CPI
18.34%
14.73%
5.70%6.89%
10/04/2006 10/10/2006 10/04/2007 10/10/2007 10/04/2008 10/10/2008 10/04/200990
110
130
150
170
190
210
Satrix Resi Allan Gray Equity
Satrix Resi vs Allan Gray Equity
Dividend Funds
03/01/2005 03/07/2005 03/01/2006 03/07/2006 03/01/2007 03/07/2007 03/01/2008 03/07/2008 03/01/2009 03/07/200990
100
110
120
130
140
150
Dividend Fund Money Market after tax CPI