Customer Monitoring

Objective

To provide a return that exceeds the benchmark return (before fees) over any 12-month period.

Investment fees + indirect costs

0.24% pa.

Minimum timeframe

1-2 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 -0.04%
  • Financial yr to date -0.04%
  • 1 yr (% pa.) -0.55%
  • 3 yr (% pa.) 0.47%
  • 5 yr (% pa.) 0.71%
  • 7 yr (% pa.) 0.94%
  • 10 yr (% pa.) 1.39%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
-0.04% -0.04% -0.55% 0.47% 0.71% 0.94% 1.39%
See past returns
Asset allocation
  • Type Target
  •   Cash and short-term fixed interest securities 100%
  •   Official Reserve Bank of Australia cash rate