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Objective

To provide a return that exceeds the benchmark return (after fees but before tax) over rolling 3-year periods.

Investment fees + indirect costs

0.71% pa.

Minimum timeframe

3 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 0.97%
  • Financial yr to date -0.38%
  • 1 yr (% pa.) -0.38%
  • 3 yr (% pa.) 3.52%
  • 5 yr (% pa.) 2.63%
  • 7 yr (% pa.) 3.37%
  • 10 yr (% pa.) 4.37%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
0.97% -0.38% -0.38% 3.52% 2.63% 3.37% 4.37%
See past returns
Asset allocation
  • Type Target
  •   Predominantly Australian fixed interest 100%
  •   Bloomberg AusBond Composite Bond Index 79%
  •   Official Reserve Bank of Australia cash rate 21%