Customer Monitoring

Objective

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

Investment fees + indirect costs

0.50 % pa.

Minimum timeframe

1-2 years.

Risk level

1 (Very low)

Chance of a negative annual return

Less than 0.5 in every 20 years

Returns (as at 31/01/2021)

  • Timeframe Return
     
  • 3 mths 0.10%
  • Financial yr to date 0.30%
  • 1 yr (% pa.) 0.60%
  • 3 yr (% pa.) 1.20%
  • 5 yr (% pa.) 1.30%
  • 7 yr (% pa.) 1.50%
  • 10 yr (% pa.) 2.10%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
0.10% 0.30% 0.60% 1.20% 1.30% 1.50% 2.10%
See past returns
Asset allocation
  • Type Target
  •   Official Reserve Bank of Australia cash rate 100%
  •   Barclays Global Aggregate Index ($A hedged)