Objective

To provide a return that exceeds the benchmark return (before fees and tax) over any 12-month period.

Investment fees & Transaction costs

0.18% p.a.

Minimum timeframe

1-2 years

Risk level

1 (Very Low)

Chance of a negative annual return

Less than 0.5 over any 20-year period

Returns (as at 31/07/2024)

  • Timeframe Return
     
  • 3 mths 1.26%
  • Financial yr to date 0.58%
  • 1 yr (% pa.) 4.63%
  • 3 yr (% pa.) 2.65%
  • 5 yr (% pa.) 1.67%
  • 7 yr (% pa.) 1.61%
  • 10 yr (% pa.) 1.64%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
1.26% 0.58% 4.63% 2.65% 1.67% 1.61% 1.64%
See past returns
Asset allocation
  • Type Target
  •   Cash and short-term fixed interest securities 100%
  •   Bloomberg AusBond Bank Bill Index