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Objective

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

Investment fees & Transaction costs

0.65% 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 10.85%
  • Financial yr to date 10.92%
  • 1 yr (% pa.) 7.61%
  • 3 yr (% pa.) 4.48%
  • 5 yr (% pa.) 2.72%
  • 7 yr (% pa.) 4.13%
  • 10 yr (% pa.) 6.71%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
10.85% 10.92% 7.61% 4.48% 2.72% 4.13% 6.71%
See past returns
Asset allocation
  • Type Target
  •   Australian listed properties securities 50%
  •   Global listed property securities 50%
  •   S&P/ASX 300 A-REIT Accumulation Index 50%
  •   FTSE EPRA Nareit Developed ex Aus Rental 100% hedged to AUD Net Tax (Super) Index 50%