Strategic asset allocation

Asset mix Benchmark % Permitted range %
Cash 31.0 0 - 50%
Fixed interest 20.0 10 - 40%
Australian shares 12.0 5 - 25%
Overseas shares 12.0 0 - 20%
Credit 9.0 0 - 20%
Property 9.0 0 - 20%
Infrastructure 7.0 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

Compound returns (per annum)

to 31 March

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 11/4/2024

FYTD return
5.3%
Buy price
$2.0411
Sell price
$2.0394
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.