Customer Monitoring

Objective

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

Investment fees + indirect costs

0.79 % pa.

Minimum timeframe

3 years.

Risk level

3 (low to medium)

Chance of a negative annual return

1 to less than 2 in every 20 years

Returns (as at 31/01/2021)

  • Timeframe Return
     
  • 3 mths -0.40%
  • Financial yr to date 0.90%
  • 1 yr (% pa.) 2.10%
  • 3 yr (% pa.) 4.70%
  • 5 yr (% pa.) 3.60%
  • 7 yr (% pa.) 4.00%
  • 10 yr (% pa.) 4.90%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
-0.40% 0.90% 2.10% 4.70% 3.60% 4.00% 4.90%
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%