Customer Monitoring

Objective

To provide a return at least 3.50% pa above inflation (after fees and taxes) over rolling 15-year periods.

Investment fees + indirect costs

0.86% p.a.

Minimum timeframe

15 years.

Risk level

7 (High)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 31/08/2021)

  • Timeframe Return
     
  • 3 mths 5.62%
  • Financial yr to date 4.17%
  • 1 yr (% pa.) 26.61%
  • 3 yr (% pa.) 9.27%
  • 5 yr (% pa.) 10.40%
  • 7 yr (% pa.) 9.53%
  • 10 yr (% pa.) 11.14%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
5.62% 4.17% 26.61% 9.27% 10.40% 9.53% 11.14%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian Shares 39% 0 - 70%
  •   International Shares 39% 0 - 70%
  •   Listed Property 7% 0 - 30%
  •   Alternative Growth 15% 0 - 30%
  •   Alternative Defensive 0% 0 - 10%
  •   Aust. Fixed Interest 0% 0 - 10%
  •   Int’l Fixed Interest 0% 0 - 10%
  •   Cash 0% 0 - 10%