Objective

To provide a return at least 3.50% p.a. above inflation (after investment-related fees, costs and tax) over rolling 12-year periods.

Investment fees & Transaction costs

0.53% p.a.

Minimum timeframe

12 years

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 over any 20-year period

Returns (as at 31/05/2024)

  • Timeframe Return
     
  • 3 mths 1.96%
  • Financial yr to date 11.79%
  • 1 yr (% pa.) 14.23%
  • 3 yr (% pa.) 6.54%
  • 5 yr (% pa.) 8.43%
  • 7 yr (% pa.) 8.65%
  • 10 yr (% pa.) 8.94%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
1.96% 11.79% 14.23% 6.54% 8.43% 8.65% 8.94%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian shares 36.5% 0 - 70%
  •   International shares 36.5% 0 - 70%
  •   Listed property 6% 0 - 30%
  •   Alternative-growth 6% 0 - 30%
  •   Alternative-defensive 0% 0 - 15%
  •   Aust. fixed interest 7.5% 0 - 15%
  •   Int’l fixed interest 7.5% 0 - 15%
  •   Cash 0% 0 - 15%