Objective

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

Investment fees & Transaction costs

0.18% p.a.

Minimum timeframe

1-2 years

Risk level

1 (Very Low)

Chance of a negative annual return

Less than 0.5 over any 20-year period

Returns (as at 31/12/2023)

  • Timeframe Return
     
  • 3 mths 1.10%
  • Financial yr to date 2.18%
  • 1 yr (% pa.) 3.96%
  • 3 yr (% pa.) 1.48%
  • 5 yr (% pa.) 1.32%
  • 7 yr (% pa.) 1.33%
  • 10 yr (% pa.) 1.49%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
1.10% 2.18% 3.96% 1.48% 1.32% 1.33% 1.49%
See past returns
Asset allocation
  • Type Target
  •   Cash and short-term fixed interest securities 100%
  •   Bloomberg AusBond Bank Bill Index