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

2023
4.7%
2022
-1.6%
2021
8.1%
2020
0.8%
2019
5.6%
2018
5.6%
2017
6.4%
2016
3.3%
2015
6.1%

Compound returns (per annum)

to 31 March

3 years
3.7%
5 years
3.9%
7 years
4.3%
10 years
4.6%

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 29/4/2024

FYTD return
4.5%
Buy price
$2.0261
Sell price
$2.0244
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.