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Objective

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

Investment fees & Transaction costs

0.26% p.a.

Minimum timeframe

15 years

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 29/02/2024)

  • Timeframe Return
     
  • 3 mths 9.09%
  • Financial yr to date 9.48%
  • 1 yr (% pa.) 11.48%
  • 3 yr (% pa.) 9.59%
  • 5 yr (% pa.) 9.00%
  • 7 yr (% pa.) 8.71%
  • 10 yr (% pa.) 7.79%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
9.09% 9.48% 11.48% 9.59% 9.00% 8.71% 7.79%
See past returns
Asset allocation
  • Type Target
  •   Australian shares 100%
  •   S&P/ASX 300 Accumulation Index