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Objective

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

Investment fees & Transaction costs

0.65% p.a.

Minimum timeframe

10 years

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 over any 20-year period

Returns (as at 31/12/2023)

  • Timeframe Return
     
  • 3 mths 14.00%
  • Financial yr to date 9.18%
  • 1 yr (% pa.) 12.24%
  • 3 yr (% pa.) 3.37%
  • 5 yr (% pa.) 4.22%
  • 7 yr (% pa.) 4.19%
  • 10 yr (% pa.) 6.98%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
14.00% 9.18% 12.24% 3.37% 4.22% 4.19% 6.98%
See past returns
Asset allocation
  • Type Target
  •   Australian listed properties securities 50%
  •   Global listed property securities 50%
  •   S&P/ASX 300 A-REIT Accumulation Index 50%
  •   FTSE EPRA Nareit Developed ex Aus Rental 100% hedged to AUD Net Tax (Super) Index 50%