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Objective

To provide a return that is broadly similar to the benchmark return (before fees and tax) over rolling 5-year periods.

Investment fees & Transaction costs

0.27% p.a.

Minimum timeframe

10 years

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 over any 20-year period

Returns (as at 31/03/2024)

  • Timeframe Return
     
  • 3 mths 14.02%
  • Financial yr to date 27.00%
  • 1 yr (% pa.) 29.98%
  • 3 yr (% pa.) 10.11%
  • 5 yr (% pa.) 5.16%
  • 7 yr (% pa.) 6.70%
  • 10 yr (% pa.) 8.89%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
14.02% 27.00% 29.98% 10.11% 5.16% 6.70% 8.89%
See past returns
Asset allocation
  • Type Target
  •   Australian listed property securities 100%
  •   S&P/ASX 300 A-REIT Accumulation Index