Strategic asset allocation

Asset mix Benchmark % Permitted range %
Overseas shares 34.0 10 - 50%
Australian shares 27.0 10 - 40%
Fixed interest 17.0 0 - 50%
Alternative assets 14.0 0 - 20%
Cash 4.0 0 - 20%
Property 4.0 0 - 20%
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The Trustee may adjust the asset mix or vary the investment strategy from time to time.

Performance

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Historic annual returns

Year ending 30 June

2024
7.8%
2023
8.5%
2022
-5.1%
2021
19.1%
2020
-0.2%
2019
7.2%
2018
9.6%
2017
8.3%
2016
-0.2%
2015
9.6%

Compound returns (per annum)

to 31 December

3 years
3.4%
5 years
5.9%
7 years
6.4%
10 years
6.3%

Please refer to the disclaimers and assumptions below.

Time period
Date range
to
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Please refer to the disclaimers and assumptions below.

Latest unit price at 17/1/2025

FYTD return
6.8%
Buy price
$2.4425
Sell price
$2.4364
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.