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Objective

To provide a return at least 3.00% p.a. above inflation (after investment-related fees, costs and tax) over rolling 10-year periods.

Investment fees & Transaction costs

0.69% p.a.

Minimum timeframe

10 years

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 over any 20-year period

Returns (as at 29/02/2024)

  • Timeframe Return
     
  • 3 mths 6.80%
  • Financial yr to date 7.71%
  • 1 yr (% pa.) 11.29%
  • 3 yr (% pa.) 7.00%
  • 5 yr (% pa.) 7.16%
  • 7 yr (% pa.) 7.37%
  • 10 yr (% pa.) 7.38%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
6.80% 7.71% 11.29% 7.00% 7.16% 7.37% 7.38%
See past returns
Asset allocation
  • Asset Allocation Target Range
  •   Australian shares27% 0 - 70%
  •   International shares27% 0 - 70%
  •   Listed property 6% 0 - 30%
  •   Alternative-growth 10% 0 - 30%
  •   Alternative-defensive11% 0 - 15%
  •   Aust. fixed interest7.5% 0 - 30%
  •   Int’l fixed interest7.5% 0 - 30%
  •   Cash 4% 0 - 30%