Customer Monitoring

Objective

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

Investment fees + indirect costs

0.39% 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 30/09/2021)

  • Timeframe Return
     
  • 3 mths 3.67%
  • Financial yr to date 3.67%
  • 1 yr (% pa.) 24.85%
  • 3 yr (% pa.) 11.83%
  • 5 yr (% pa.) 13.63%
  • 7 yr (% pa.) 12.04%
  • 10 yr (% pa.) 14.35%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
3.67% 3.67% 24.85% 11.83% 13.63% 12.04% 14.35%
See past returns
Asset allocation
  • Type Target
  •   International shares 100%
  •   MSCI World ex Australia Index (unhedged, net dividend reinvested) 70%
  •   • MSCI World ex Australia Index (hedged, net dividends reinvested) 30%