Strategic asset allocation

Asset mix Benchmark % Permitted range %
Overseas shares 97.0 0 - 100%
Cash 3.0 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
15.5%
2022
-7.2%
2021
29.3%
2020
1.9%
2019
7.2%
2018
11.9%
2017
17.3%
2016
-2.6%
2015
15.9%

Compound returns (per annum)

to 31 March

3 years
9.7%
5 years
10.9%
7 years
10.7%
10 years
10.3%

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 16/4/2024

FYTD return
12.7%
Buy price
$3.6519
Sell price
$3.6465
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.