Customer Monitoring

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 30/09/2021)

  • Timeframe Return
     
  • 3 mths 1.60%
  • Financial yr to date 1.60%
  • 1 yr (% pa.) 24.15%
  • 3 yr (% pa.) 9.27%
  • 5 yr (% pa.) 10.32%
  • 7 yr (% pa.) 9.67%
  • 10 yr (% pa.) 11.91%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
1.60% 1.60% 24.15% 9.27% 10.32% 9.67% 11.91%
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%