Objective

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

Investment performance

Take a sneak peek at how this option has performed! Want to see more? Check out the full returns over time

22.08%

Over the year ending 30 November 2024

8.75% p.a.

Over the last 10
years

See performance over time

Investment performance as at 30 November 2024. Returns provided are after investment fees, transaction costs and an allowance for taxes on investment income, but before administration fees have been taken out. Returns for periods of greater than one year are on a per annum compound basis. Return of capital and the performance of your investment in the Fund are not guaranteed. Past performance is not a reliable indicator of future performance.

Risks

Risk Band¹

Expected return and risk profile

Very high

Estimated number of negative returns over any 20 year period

6 or greater every 20 years

Suggested minimum timeframe

15 years

¹ The Risk Band is based on regulated Standard Risk Measure guidelines.

How this option is invested

Target - The asset allocation expected to achieve the investment objective over the investment period.

Benchmark Asset Allocation

Type: Australian shares

Target: 100%

Benchmark Index

Type: S&P/ASX 300 Accumulation Index