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Objective

To provide a return that is broadly similar to the benchmark return (before fees and tax) over rolling 5-year periods.

Investment fees & Transaction costs

0.26% 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 31/03/2024)

  • Timeframe Return
     
  • 3 mths 5.20%
  • Financial yr to date 12.74%
  • 1 yr (% pa.) 15.24%
  • 3 yr (% pa.) 9.89%
  • 5 yr (% pa.) 9.54%
  • 7 yr (% pa.) 8.62%
  • 10 yr (% pa.) 8.07%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
5.20% 12.74% 15.24% 9.89% 9.54% 8.62% 8.07%
See past returns
Asset allocation
  • Type Target
  •   Australian shares 100%
  •   S&P/ASX 300 Accumulation Index