Customer Monitoring

Objective

To provide a return at least 1.25% pa above inflation (after fees and taxes) over rolling 3-year periods.

Investment fees + indirect costs

0.77% p.a.

Minimum timeframe

3 years

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/09/2021)

  • Timeframe Return
     
  • 3 mths 0.78%
  • Financial yr to date 0.78%
  • 1 yr (% pa.) 7.60%
  • 3 yr (% pa.) 4.29%
  • 5 yr (% pa.) 4.28%
  • 7 yr (% pa.) 4.65%
  • 10 yr (% pa.) 5.85%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
0.78% 0.78% 7.60% 4.29% 4.28% 4.65% 5.85%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian Shares 12% 0 - 30%
  •   International Shares 10% 0 - 30%
  •   Listed Property 6% 0 - 30%
  •   Alternative Growth 7% 0 - 15%
  •   Alternative Defensive 18% 0 - 20%
  •   Aust. Fixed Interest 22% 0 - 60%
  •   Int’l Fixed Interest 20% 0 - 60%
  •   Cash 5% 0 - 60%