Australian Shares
What is it?
This is an investment option predominantly in companies listed on the Australian Stock Exchange.
Historical financial performance
| Investment return to 31 December 2011 | |
|---|---|
| 1 month | -1.53% |
| 3 months | 1.41% |
| Financial year to date | -9.00% |
| 1 year | -9.60% pa |
| 3 years | 12.62% pa |
| 5 years | 0.54% pa |
| 7 years | 5.82% pa |
| 10 years | N/A |
The above table shows the net return after investment fees, tax and the asset-based fee.
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| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian Shares | 100% | 90-100% |
| Total Growth Assets | 100% | 90-100% |
| Cash | 0% | 0-10% |
| Total Defensive Assets | 0% | 0-10% |
How it works
Investment performance objective
Target = CPI + 4.5%
To achieve a return of 4.5% above inflation per annum over rolling 7 year periods.
Investment time frame
Long term, 7 years+. If you are seeking capital growth over the longer term and are willing to accept the fluctuations of the Australian Stock Exchange, consider this option.
Risk profile
High risk. Likelihood of a negative return in any year is approximately 1 in 3.
Date introduced
February 2003.
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