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Objective

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

Investment fees + indirect costs

0.39% 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 30/06/2021)

  • Timeframe Return
     
  • 3 mths 10.66%
  • Financial yr to date 32.57%
  • 1 yr (% pa.) 32.57%
  • 3 yr (% pa.) 7.64%
  • 5 yr (% pa.) 5.98%
  • 7 yr (% pa.) 10.14%
  • 10 yr (% pa.) 11.30%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
10.66% 32.57% 32.57% 7.64% 5.98% 10.14% 11.30%
See past returns
Asset allocation
  • Type Target
  •   Australian listed property securities 100%
  •   S&P/ASX 300 A-REIT Accumulation Index