Customer Monitoring

Objective

To provide a return at least 2.50% pa above inflation (after fees and taxes) over rolling 10-year periods.

Investment fees + indirect costs

0.82% pa.

Minimum timeframe

10 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 31/08/2021)

  • Timeframe Return
     
  • 3 mths 4.53%
  • Financial yr to date 3.08%
  • 1 yr (% pa.) 18.67%
  • 3 yr (% pa.) 7.63%
  • 5 yr (% pa.) 8.17%
  • 7 yr (% pa.) 7.69%
  • 10 yr (% pa.) 9.08%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
4.53% 3.08% 18.67% 7.63% 8.17% 7.69% 9.08%
See past returns
Asset allocation
  • Asset Allocation Target Range
  •   Australian Shares27% 0 - 70%
  •   International Shares27% 0 - 70%
  •   Listed Property 6% 0 - 30%
  •   Alternative Growth 10% 0 - 30%
  •   Alternative Defensive11% 0 - 15%
  •   Aust. Fixed Interest7.5% 0 - 30%
  •   Int’l Fixed Interest7.5% 0 - 30%
  •   Cash 4% 0 - 30%