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Objective

To provide a return that closely matches the benchmark return before fees and tax.

Investment fees + indirect costs

0.39% p.a.

Minimum timeframe

15 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 9.01%
  • Financial yr to date 29.45%
  • 1 yr (% pa.) 29.45%
  • 3 yr (% pa.) 14.45%
  • 5 yr (% pa.) 14.66%
  • 7 yr (% pa.) 13.84%
  • 10 yr (% pa.) 14.60%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
9.01% 29.45% 29.45% 14.45% 14.66% 13.84% 14.60%
See past returns
Asset allocation
  • Type Target
  •   International shares 100%
  •   MSCI World ex Australia Index (unhedged, net dividend reinvested) 70%
  •   MSCI World ex Australia Index (hedged, net dividend reinvested) 30%