Customer Monitoring

Objective

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

Investment fees + indirect costs

0.53 p.a.

Minimum timeframe

10 years.

Risk level

4 (Medium)

Chance of a negative annual return

2 to less than 3 in every 20 years

Returns (as at 31/01/2021)

  • Timeframe Return
     
  • 3 mths 8.70%
  • Financial yr to date 16.10%
  • 1 yr (% pa.) -13.50%
  • 3 yr (% pa.) 5.10%
  • 5 yr (% pa.) 6.10%
  • 7 yr (% pa.) 9.80%
  • 10 yr (% pa.) 9.90%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
8.70% 16.10% -13.50% 5.10% 6.10% 9.80% 9.90%
See past returns
Asset allocation
  • Type Target
  •   Australian listed property securities 100%
  •   S&P/ASX 300 A-REIT Accumulation Index