Customer Monitoring

Objective

To provide a return at least 3.00% pa above inflation (after fees and taxes) over rolling 12-year periods.

Investment fees + indirect costs

0.86 p.a.

Minimum timeframe

12 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 5.03%
  • Financial yr to date 3.65%
  • 1 yr (% pa.) 22.71%
  • 3 yr (% pa.) 8.39%
  • 5 yr (% pa.) 9.29%
  • 7 yr (% pa.) 8.61%
  • 10 yr (% pa.) 10.17%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
5.03% 3.65% 22.71% 8.39% 9.29% 8.61% 10.17%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian Shares 32% 0 - 70%
  •   International Shares 32% 0 - 70%
  •   Listed Property 6% 0 - 30%
  •   Alternative Growth 15% 0 - 30%
  •   Alternative Defensive 11% 0 - 15%
  •   Aust. Fixed Interest 2% 0 - 15%
  •   Int’l Fixed Interest 2% 0 - 15%
  •   Cash 0% 0 - 15%