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SUREPLAN’S FUNERAL BOND SUREPLAN GOLD‘S STRONG 2009 PERFORMANCE

We are pleased to advise that the Sureplan Gold return for the 2008/09 financial year was 5.50% p.a. This follows the 4.2% p.a. and 5.25% p.a. results for the 2007 and 2008 financial years respectively.

Once again the conservative, low risk investment management strategy utilised by Sureplan proved to be an effective approach, particularly for the tough economic times experienced over this financial year. This approach delivers reliable and consistent returns and importantly is also more likely to maintain consistent parity with the Fund's performance and CPI figures, as depicted in the following graph.

Our investment management strategy is centred on the matching of liabilities and assets.  This means for instance we do not invest in long-term assets such as equities because, even though such assets can produce high returns in good economic times, it can result in high volatility and capital losses in harsh economic times such as those we have recently experienced.

Sureplan Gold is ideal for use in conjunction with prepaid funeral plans and funeral preplanning.