Objective

To provide a return that exceeds the benchmark return (after investment-related fees and costs but before tax) over rolling 5-year periods.

Investment fees & Transaction costs

0.49% p.a.

Minimum timeframe

15 years

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 31/05/2024)

  • Timeframe Return
     
  • 3 mths 1.74%
  • Financial yr to date 10.67%
  • 1 yr (% pa.) 13.09%
  • 3 yr (% pa.) 7.42%
  • 5 yr (% pa.) 8.60%
  • 7 yr (% pa.) 8.40%
  • 10 yr (% pa.) 8.58%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
1.74% 10.67% 13.09% 7.42% 8.60% 8.40% 8.58%
See past returns
Asset allocation
  • Type Target
  •   Australian shares 100%
  •   S&P/ASX 300 Accumulation Index