Customer Monitoring

Objective

To provide a return at least 0.25% pa above inflation (after fees and taxes) over rolling 2-year periods.

Investment fees + indirect costs

0.69% pa.

Minimum timeframe

2 years.

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 every 20 years

Returns (as at 31/08/2021)

  • Timeframe Return
     
  • 3 mths 1.91%
  • Financial yr to date 1.27%
  • 1 yr (% pa.) 4.98%
  • 3 yr (% pa.) 3.13%
  • 5 yr (% pa.) 2.36%
  • 7 yr (% pa.) 2.70%
  • 10 yr (% pa.) 3.35%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
1.91% 1.27% 4.98% 3.13% 2.36% 2.70% 3.35%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian Shares 5% 0 - 20%
  •   International Shares 3% 0 - 20%
  •   Listed Property 5% 0 - 20%
  •   Alternative Growth 6% 0 - 20%
  •   Alternative Defensive 10% 0 - 40%
  •   Aust. Fixed Interest 28% 0 - 90%
  •   Int’l Fixed Interest 25% 0 - 90%
  •   Cash 18% 10 - 90%