Objective

To provide a return at least 1.75% p.a. above inflation (after investment-related fees, costs and tax) over rolling 3-year periods.

Investment fees & Transaction costs

0.45% p.a.

Minimum timeframe

3 years

Risk level

4 (Medium)

Chance of a negative annual return

2 to less than 3 over any 20-year period

Returns (as at 31/05/2024)

  • Timeframe Return
     
  • 3 mths 0.88%
  • Financial yr to date 6.28%
  • 1 yr (% pa.) 6.80%
  • 3 yr (% pa.) 1.97%
  • 5 yr (% pa.) 3.46%
  • 7 yr (% pa.) 3.90%
  • 10 yr (% pa.) 4.03%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
0.88% 6.28% 6.80% 1.97% 3.46% 3.90% 4.03%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian shares 12% 0 - 30%
  •   International shares 10% 0 - 30%
  •   Listed property 6% 0 - 30%
  •   Alternative-growth 7% 0 - 15%
  •   Alternative-defensive 18% 0 - 30%
  •   Aust. fixed interest 22% 0 - 60%
  •   Int’l fixed interest 20% 0 - 60%
  •   Cash 5% 0 - 60%