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Account availability/ Commencement Super accounts only / 1 July 2012
Investment objective Super accounts:

  • Achieve returns net of fees and tax at least equal to CPI + 5% over rolling 10 year periods
Likelihood of a negative annual return Less than six (5.90) in every 20 years
Standard Risk Measure

Asset AllocationInvestment Range
International Equities 100% 90 - 100%
Cash/Enhanced Cash 0% 0 - 10%
Currency exposure25%15 - 35%

12 months to 30 June
2018 7.67%
2017 19.20%
2016 2.18%
2015 16.60%
2014 16.46%

 

Five year compound average to 30 June 2018
12.23% p.a.

 

 

Investment performance

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