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Objective

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

Investment fees + indirect costs

0.55 p.a.

Minimum timeframe

15 years.

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 in every 20 years

Returns (as at 31/01/2021)

  • Timeframe Return
     
  • 3 mths 6.30%
  • Financial yr to date 11.50%
  • 1 yr (% pa.) 1.50%
  • 3 yr (% pa.) 10.40%
  • 5 yr (% pa.) 12.20%
  • 7 yr (% pa.) 11.70%
  • 10 yr (% pa.) 12.40%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
6.30% 11.50% 1.50% 10.40% 12.20% 11.70% 12.40%
See past returns
Asset allocation
  • Type Target
  •   International shares 100%
  •   MSCI World ex Australia Index (unhedged, net dividend reinvested)