Customer Monitoring

Objective

To provide a return at least 1.75% pa above inflation (after fees and taxes) over rolling 3-year periods.

Investment fees + indirect costs

0.78% p.a.

Minimum timeframe

3 years.

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 every 20 years

Returns (as at 30/09/2021)

  • Timeframe Return
     
  • 3 mths 0.88%
  • Financial yr to date 0.88%
  • 1 yr (% pa.) 8.49%
  • 3 yr (% pa.) 5.80%
  • 5 yr (% pa.) 5.28%
  • 7 yr (% pa.) 5.63%
  • 10 yr (% pa.) 7.08%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
0.88% 0.88% 8.49% 5.80% 5.28% 5.63% 7.08%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian Shares 12% 0 - 30%
  •   International Shares 10% 0 - 30%
  •   Listed Property 6% 0 - 30%
  •   Alternative Growth 7% 0 - 7%
  •   Alternative Defensive 18% 0 - 20%
  •   Aust. Fixed Interest 22% 0 - 60%
  •   Int’l Fixed Interest 20% 0 - 60%
  •   Cash 5% 0 - 60%