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Objective

To provide a return that is broadly similar to the benchmark return (before fees and tax) over rolling 5-year periods.

Investment fees & Transaction costs

0.27% 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 31/12/2023)

  • Timeframe Return
     
  • 3 mths 6.45%
  • Financial yr to date 5.07%
  • 1 yr (% pa.) 22.25%
  • 3 yr (% pa.) 10.12%
  • 5 yr (% pa.) 12.69%
  • 7 yr (% pa.) 11.00%
  • 10 yr (% pa.) 11.15%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
6.45% 5.07% 22.25% 10.12% 12.69% 11.00% 11.15%
See past returns
Asset allocation
  • Type Target
  •   International shares 100%
  •   MSCI All Country World Ex-Australia Index with Special Tax (100% hedged to AUD) 30%
  •   MSCI All Country World Ex-Australia Index with Special Tax (unhedged in AUD) 70%