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Objective

To provide a return that is broadly similar to the benchmark return (before fees and tax) over rolling 3-year periods.

Investment fees & Transaction costs

0.29% p.a.

Minimum timeframe

3 years

Risk level

5 (Medium to High)

Chance of a negative annual return

3 to less than 4 over any 20-year period

Returns (as at 29/02/2024)

  • Timeframe Return
     
  • 3 mths 1.79%
  • Financial yr to date 2.55%
  • 1 yr (% pa.) 3.15%
  • 3 yr (% pa.) -1.10%
  • 5 yr (% pa.) 0.53%
  • 7 yr (% pa.) 1.12%
  • 10 yr (% pa.) 2.00%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
1.79% 2.55% 3.15% -1.10% 0.53% 1.12% 2.00%
See past returns
Asset allocation
  • Type Target
  •   Australian fixed interest 50%
  •   International fixed interest 50%
  •   Bloomberg AusBond Bank Bill Index 25%
  •   Bloomberg Barclays Global Aggregate Index (hedged to AUD) 25%
  •   Bloomberg AusBond Composite 0+ Index 50%