Objective

To provide a return at least 0.75% p.a. above inflation (after investment-related fees, costs and taxes) over rolling 2-year periods.

Investment fees & Transaction costs

0.38% p.a.

Minimum timeframe

2 years

Risk level

2 (Low)

Chance of a negative annual return

0.5 to less than 1 over any 20-year period

Returns (as at 31/07/2024)

  • Timeframe Return
     
  • 3 mths 2.97%
  • Financial yr to date 1.80%
  • 1 yr (% pa.) 6.47%
  • 3 yr (% pa.) 0.72%
  • 5 yr (% pa.) 1.95%
  • 7 yr (% pa.) 2.37%
  • 10 yr (% pa.) 2.62%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
2.97% 1.80% 6.47% 0.72% 1.95% 2.37% 2.62%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian shares 5% 0 - 20%
  •   International shares 3% 0 - 20%
  •   Listed property 5% 0 - 20%
  •   Alternative-growth 6% 0 - 20%
  •   Alternative-defensive 10% 0 - 40%
  •   Aust. fixed interest 28% 0 - 90%
  •   Int’l fixed interest 25% 0 - 90%
  •   Cash 18% 10 - 90%