Customer Monitoring

Objective

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

Investment fees + indirect costs

0.85% p.a.

Minimum timeframe

10 years

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/09/2021)

  • Timeframe Return
     
  • 3 mths 2.46%
  • Financial yr to date 2.46%
  • 1 yr (% pa.) 29.66%
  • 3 yr (% pa.) 7.74%
  • 5 yr (% pa.) 6.61%
  • 7 yr (% pa.) 9.13%
  • 10 yr (% pa.) 11.42%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
2.46% 2.46% 29.66% 7.74% 6.61% 9.13% 11.42%
See past returns
Asset allocation
  • Type Target
  •   Australian listed properties securities 50%
  •   global listed property 50%
  •   S&P/ASX 300 A-REIT Accumulation Index50%
  •   FTSE EPRA/NAREIT Developed Index (hedged, net dividend reinvested)50%