Customer Monitoring

Objective

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

Investment fees + indirect costs

0.45% p.a.

Minimum timeframe

3 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greaterevery 20 years

Returns (as at 30/09/2021)

  • Timeframe Return
     
  • 3 mths 0.35%
  • Financial yr to date 0.35%
  • 1 yr (% pa.) -0.36%
  • 3 yr (% pa.) 3.22%
  • 5 yr (% pa.) 2.27%
  • 7 yr (% pa.) 3.00%
  • 10 yr (% pa.) 3.99%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
0.35% 0.35% -0.36% 3.22% 2.27% 3.00% 3.99%
See past returns
Asset allocation
  • Type Target
  •   Australian fixed interest 50%
  •   International fixed interest 50%
  •   Bloomberg AusBond Composite Bond Index. 50%
  •   Barclays Global Treasury Index ($A hedged). 25%
  •   Barclays Global Aggregate Government-related and Corporate Index ($A hedged) 25%