Diploma of Share Trading and Investment
Course Code: 69863

Portfolio Returns

Below are examples of Portfolios which Wealth Within has been managing since April 2003.

PKF Chartered Accountants & Business Advisors (“PKF”), a major Australian and global accounting firm, have reviewed the results of our portfolios and have verified both the performance methodology and accuracy of the results for the period from inception (7 Apr 03) to 6 April 2007.

Read the findings of the PKF review. View the performance methodology.

Portfolio	5 Yr Total Return	Performance P.A.
Blue Chip	94.34%	18.87%
Growth	147.16%	29.43%

Represents the average annual change in capital value per annum net of fees and brokerage.
Assumes reinvestment of income. 5 year return to 6 Apr 08.  
Returns audited by PKF Chartered Accountants. Past Performance is no indication of future performance.
Wealth Within manages individual accounts, so each account may display different performance results.

Unaudited Returns to 30 November 2008

Portfolio	5.6 Yr Total Return	Performance P.A.
Blue Chip	102.75%	18.16%
Growth	160.28%	28.33%

Represents the average annual change in capital value per annum net of fees and brokerage.
Assumes reinvestment of income. Return for 5.6 years to 30 Nov 08.  
Past Performance is no indication of future performance. Returns are audited on an annual basis.
Wealth Within manages individual accounts, so each account may display different performance results.