Strategic asset allocation

Asset mix Benchmark % Permitted range %
Overseas shares 27.5 10 - 40%
Australian shares 25.5 10 - 40%
Property 12.0 0 - 25%
Fixed interest 9.0 0 - 20%
Infrastructure 8.0 0 - 20%
Credit 7.0 0 - 20%
Private Markets 6.0 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

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
7.7%
Buy price
$2.6427
Sell price
$2.6390
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.