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Objective

To provide a return that exceeds the benchmark return (before fees and tax) over any 12-month period.

Investment fees & Transaction costs

0.18% p.a.

Minimum timeframe

1-2 years

Risk level

1 (Very Low)

Chance of a negative annual return

Less than 0.5 over any 20-year period

Returns (as at 29/02/2024)

  • Timeframe Return
     
  • 3 mths 0.94%
  • Financial yr to date 2.50%
  • 1 yr (% pa.) 3.50%
  • 3 yr (% pa.) 1.46%
  • 5 yr (% pa.) 1.22%
  • 7 yr (% pa.) 1.17%
  • 10 yr (% pa.) 1.27%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
0.94% 2.50% 3.50% 1.46% 1.22% 1.17% 1.27%
See past returns
Asset allocation
  • Type Target
  •   Cash and short-term fixed interest securities 100%
  •   Bloomberg AusBond Bank Bill Index