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Home > Investments > Super Pre-mix > Defensive
Back to Super Pre-mix

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Active Index

Objective

To provide a return at least 0.25% p.a. above inflation (after investment-related fees, costs and tax) over rolling 2-year periods.

Investment fees & Transaction costs

0.48% p.a.

Minimum timeframe

2 years

Risk level

3 (Low to Medium)

Chance of a negative annual return

1 to less than 2 over any 20-year period

Returns (as at 29/02/2024)

  • Timeframe Return
     
  • 3 mths 2.56%
  • Financial yr to date 3.39%
  • 1 yr (% pa.) 4.43%
  • 3 yr (% pa.) 0.75%
  • 5 yr (% pa.) 1.32%
  • 7 yr (% pa.) 1.52%
  • 10 yr (% pa.) 2.01%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
2.56% 3.39% 4.43% 0.75% 1.32% 1.52% 2.01%
See past returns
Asset allocation
  • Asset allocation Target Range
  •   Australian shares 5% 0 - 20%
  •   International shares 3% 0 - 20%
  •   Listed property 5% 0 - 20%
  •   Alternative-growth 6% 0 - 20%
  •   Alternative-defensive 10% 0 - 40%
  •   Aust. fixed interest 28% 0 - 90%
  •   Int’l fixed interest 25% 0 - 90%
  •   Cash 18% 10 - 90%