Strategic asset allocation

Asset mix Benchmark % Permitted range %
Australian shares 35.0 10 - 45%
Fixed interest 25.0 0 - 50%
Overseas shares 25.0 10 - 45%
Property 10.0 0 - 20%
Cash 5.0 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
9.7%
2023
8.7%
2022
-6.5%
2021
16.5%
2020
-1.3%
2019
9.6%
2018
9.1%
2017
7.1%
2016
3.8%
2015
10.2%

Compound returns (per annum)

to 31 October

3 years
4.9%
5 years
5.6%
7 years
6.5%
10 years
6.7%

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 21/11/2024

FYTD return
6.6%
Buy price
$2.7359
Sell price
$2.7324
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.