Objective

To provide a return at least 3.00% p.a. above inflation (after investment-related fees, costs and tax) over rolling 10-year periods.

Investment fees & Transaction costs

0.53% 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 31/07/2024)

  • Timeframe Return
     
  • 3 mths 5.41%
  • Financial yr to date 2.95%
  • 1 yr (% pa.) 12.41%
  • 3 yr (% pa.) 5.00%
  • 5 yr (% pa.) 6.62%
  • 7 yr (% pa.) 7.99%
  • 10 yr (% pa.) 7.78%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
5.41% 2.95% 12.41% 5.00% 6.62% 7.99% 7.78%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian shares 29.5% 0 - 70%
  •   International shares 29.5% 0 - 70%
  •   Listed property6% 0 - 30%
  •   Alternative-growth5% 0 - 30%
  •   Alternative-defensive 0% 0 - 15%
  •   Aust. fixed interest 13% 0 - 30%
  •   Int’l fixed interest 13% 0 - 30%
  •   Cash 4% 0 - 30%