Strategic asset allocation

Asset mix Benchmark % Permitted range %
Australian shares 97.0 0 - 100%
Cash 3.0 0 - 20%
Highchart goes here

The Trustee may adjust the asset mix or vary the investment strategy from time to time.

Performance

Highchart goes here

Historic annual returns

Year ending 30 June

2023
11.3%
2022
-4.3%
2021
20.9%
2020
-4.3%
2019
7.2%
2018
13.9%
2017
13.6%
2016
6.2%
2015
5.0%

Compound returns (per annum)

to 31 March

3 years
7.6%
5 years
7.6%
7 years
7.7%
10 years
7.7%

Please refer to the disclaimers and assumptions below.

Time period
Date range
to
Rotate device for better view
Highchart goes here

Please refer to the disclaimers and assumptions below.

Latest unit price at 18/4/2024

FYTD return
7.4%
Buy price
$2.7034
Sell price
$2.6980
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.