Customer Monitoring

Objective

To provide a return that closely matches the benchmark return before fees and tax.

Investment fees + indirect costs

0.39% pa.

Minimum timeframe

15 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 1.07%
  • Financial yr to date 1.07%
  • 1 yr (% pa.) 29.02%
  • 3 yr (% pa.) 9.56%
  • 5 yr (% pa.) 9.88%
  • 7 yr (% pa.) 8.59%
  • 10 yr (% pa.) 9.89%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
1.07% 1.07% 29.02% 9.56% 9.88% 8.59% 9.89%
See past returns
Asset allocation
  • Type Target
  •   Australian Shares 100%
  •   S&P/ASX 300 Accumulation Index 80%
  •   FTSE/ASFA Australian High Dividend Yield Index 20%