Customer Monitoring

PLEASE NOTE: Effective 1 May 2022 the name of the fund has changed from the Aon Master Trust to the Smart Future Trust. This is a name change only and has no material impact on the operations of the Fund. We are currently in the process of updating fund materials and relevant industry databases and expect this to be completed by 30 June. 

Objective

To provide a return at least 3.5% pa above inflation (after fees and taxes) over rolling 12-year periods.

Investment fees + indirect costs

0.87% p.a.

Minimum timeframe

12 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greaterevery 20 years

Returns (as at 31/03/2022)

  • Timeframe Return
     
  • 3 mths -1.93%
  • Financial yr to date 4.04%
  • 1 yr (% pa.) 10.59%
  • 3 yr (% pa.) 10.08%
  • 5 yr (% pa.) 9.17%
  • 7 yr (% pa.) 7.89%
  • 10 yr (% pa.) 9.31%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
-1.93% 4.04% 10.59% 10.08% 9.17% 7.89% 9.31%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian Shares 32% 0 - 70%
  •   International Shares 32% 0 - 70%
  •   Listed Property 6% 0 - 30%
  •   Alternative Growth 15% 0 - 30%
  •   Alternative Defensive 11% 0 - 15%
  •   Aust. Fixed Interest 2% 0 - 15%
  •   Int’l Fixed Interest 2% 0 - 15%
  •   Cash 0% 0 - 15%