Objective

To provide a return at least 3.50% p.a. above inflation (after investment-related fees, costs and tax) over rolling 15-year periods.

Investment fees & Transaction costs

0.54% p.a.

Minimum timeframe

15 years

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 over any 20-year period

Returns (as at 31/05/2024)

  • Timeframe Return
     
  • 3 mths 2.97%
  • Financial yr to date 13.46%
  • 1 yr (% pa.) 16.36%
  • 3 yr (% pa.) 7.34%
  • 5 yr (% pa.) 8.78%
  • 7 yr (% pa.) 8.85%
  • 10 yr (% pa.) 9.18%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
2.97% 13.46% 16.36% 7.34% 8.78% 8.85% 9.18%
See past returns
Asset allocation
  • Type Target Range
  •   Australian shares 42.5% 0 - 70%
  •   International shares 42.5% 0 - 70%
  •   Listed property 7.5% 0 - 30%
  •   Alternative-growth 7.5% 0 - 30%
  •   Alternative-defensive 0% 0 - 10%
  •   Aust. fixed interest 0% 0 - 10%
  •   Int’l fixed interest 0% 0 - 10%
  •   Cash 0% 0 - 10%