Customer Monitoring

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 30/09/2021)

  • Timeframe Return
     
  • 3 mths -0.05%
  • Financial yr to date -0.05%
  • 1 yr (% pa.) -0.62%
  • 3 yr (% pa.) 0.59%
  • 5 yr (% pa.) 0.89%
  • 7 yr (% pa.) 1.15%
  • 10 yr (% pa.) 1.67%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
-0.05% -0.05% -0.62% 0.59% 0.89% 1.15% 1.67%
See past returns
Asset allocation
  • Type Target
  •   Cash and short-term fixed interest securities 100%
  •   Official Reserve Bank of Australia cash rate