Sunrise Police Pension Plan
Compliance Report
March 31, 2008
YES NO
TOTAL ACCOUNT
           
1. Did the total return, over the trailing 3- and 5-year periods, exceed the policy, which is comprised of 40% S&P500, 24% LBGCI, 17% LBAB A+, 10% S&P 400 & 10% R2000V? [4.85 vs. 5.86; 7.72 vs. 9.16]
2. Did the total return, lie in the top 50th percentile of the 40% Br.Lg.Cap Core, 10% Br.Sm.Cap Value Core, 16% Br.Fixed & 24% IFI Universe, over 3- and 5-year periods? [62nd; 90th]
3. Did the total return equal or exceed the 8.5% target rate of return over the trailing 3-year period? [4.85]
4. Did the total return equal or exceed the 8.5% target rate of return over the trailing 5-year periods? [7.72]
BUCKHEAD LARGE CAP EQUITY
1. Did the equity return, over the trailing 3- and 5- year and periods, exceed the S&P500 policy?                              [3.21 vs 5.85; 11.41 vs 11.32]
2. Did the equity return, over the trailing 5-year period, lie in the top 50th percentile of the Br. Lg. Cap Value Core Equity Universe? [64th]
3. Is the amount invested in any one issuing company less than or equal to 5% of the Manager's total fund?
4. Is the aggregate investment in any one company less than or equal to 5% of the outstanding shares of the company?
BUCKHEAD SMALL CAP EQUITY
1. Did the equity return, over the trailing 3-year and inception periods, exceed the R2000V?                                 [0.50 vs 4.33;  3.82 vs. 5.67 ]
2. Did the equity return, over the trailing 4-year period, lie in the top 50th percentile of the Broad Small Cap Value Core Universe? [93rd]
3. Is the amount invested in any one issuing company less than 5% of the Manager's total fund?
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