Australian Shares

Investment returns to 31 Mar 2012
1 month1.09 %
3 months9.96 %
Financial year to date-1.21 %
1 year-5.66 % pa
2 years0.98 % pa
3 years15.23 % pa
5 years0.08 % pa
7 years6.57 % pa
10 yearsN/A
Since Inception8.14 % pa
Asset allocation
 BenchmarkRange
Australian shares 100.00% 90-100%
Total Growth Assets 100.00%

What is it?

Predominantly invested in companies listed on the Australian Stock Exchange.

How it works

Investment performance objective
4.5% above CPI per annum over rolling seven year periods.

Investment time frame
Long term, 7 years+. If you seek capital growth over the longer term and are willing to accept the risks associated with fluctuations on the Australian Stock Exchange.

Risk profile
High risk.  Expected frequency of negative return over 20 year period - 6 in 20 years.

Date introduced
September 2004

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