Customer Monitoring

PLEASE NOTE: The smartMonday website will be down for maintenance from 8.00pm (AEST) on Friday 6th August until 1.00pm (AEST) on Saturday 7th August. You will not be able to access smartmonday.com.au during this time and we apologise for any inconvenience this may cause. 

Objective

To provide a return that exceeds the benchmark return (before fees) over any 12-month period.

Investment fees + indirect costs

0.24% pa.

Minimum timeframe

1-2 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/06/2021)

  • Timeframe Return
     
  • 3 mths -0.05%
  • Financial yr to date -0.41%
  • 1 yr (% pa.) -0.41%
  • 3 yr (% pa.) 0.73%
  • 5 yr (% pa.) 0.97%
  • 7 yr (% pa.) 1.24%
  • 10 yr (% pa.) 1.79%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
-0.05% -0.41% -0.41% 0.73% 0.97% 1.24% 1.79%
See past returns
Asset allocation
  • Type Target
  •   Cash and short-term fixed interest securities 100%
  •   Official Reserve Bank of Australia cash rate