Strategic asset allocation

Asset mix Benchmark % Permitted range %
Overseas shares 34 10 - 50%
Australian shares 26 10 - 40%
Alternative assets 15 0 - 20%
Fixed interest 15 0 - 50%
Cash 8 0 - 20%
Property 5 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

Compound returns (per annum)

to 31 May

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 28/6/2022

FYTD return
-3.7%
Buy price
$1.9833
Sell price
$1.9783
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.