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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 12-year periods.

Investment fees & Transaction costs

0.75% p.a.

Minimum timeframe

12 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 7.02%
  • Financial yr to date 7.84%
  • 1 yr (% pa.) 11.50%
  • 3 yr (% pa.) 7.62%
  • 5 yr (% pa.) 7.30%
  • 7 yr (% pa.) 7.41%
  • 10 yr (% pa.) 7.35%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
7.02% 7.84% 11.50% 7.62% 7.30% 7.41% 7.35%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian shares 32% 0 - 70%
  •   International shares 32% 0 - 70%
  •   Listed property 6% 0 - 30%
  •   Alternative-growth 15% 0 - 30%
  •   Alternative-defensive 11% 0 - 15%
  •   Aust. fixed interest 2% 0 - 15%
  •   Int’l fixed interest 2% 0 - 15%
  •   Cash 0% 0 - 15%