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Objective

To provide a return at least 1.75% p.a. above inflation (after investment-related fees, costs and tax) over rolling 3-year periods.

Investment fees & Transaction costs

0.59% p.a.

Minimum timeframe

3 years

Risk level

4 (Medium)

Chance of a negative annual return

2 to less than 3 over any 20-year period

Returns (as at 29/02/2024)

  • Timeframe Return
     
  • 3 mths 4.30%
  • Financial yr to date 5.36%
  • 1 yr (% pa.) 7.17%
  • 3 yr (% pa.) 2.81%
  • 5 yr (% pa.) 3.82%
  • 7 yr (% pa.) 4.12%
  • 10 yr (% pa.) 4.63%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
4.30% 5.36% 7.17% 2.81% 3.82% 4.12% 4.63%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian shares 12% 0 - 30%
  •   International shares 10% 0 - 30%
  •   Listed property 6% 0 - 30%
  •   Alternative-growth 7% 0 - 15%
  •   Alternative-defensive 18% 0 - 30%
  •   Aust. fixed interest 22% 0 - 60%
  •   Int’l fixed interest 20% 0 - 60%
  •   Cash 5% 0 - 60%