Objective

To provide a return that exceeds the benchmark return (after investment-related fees and but before tax) over rolling 5-year periods.

Investment fees & Transaction costs

0.56% 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 31/05/2024)

  • Timeframe Return
     
  • 3 mths 3.77%
  • Financial yr to date 17.00%
  • 1 yr (% pa.) 20.68%
  • 3 yr (% pa.) 9.94%
  • 5 yr (% pa.) 11.44%
  • 7 yr (% pa.) 10.26%
  • 10 yr (% pa.) 10.64%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
3.77% 17.00% 20.68% 9.94% 11.44% 10.26% 10.64%
See past returns
Asset allocation
  • Type Target
  •   International shares
  •   MSCI All Country World Ex-Australia Index with Special Tax (unhedged in AUD)