Return target1
10 Years
CPI (inflation) plus 3.0% per annum on average over 10 years, after fees, costs and taxes.
20 Years
CPI (inflation) plus 4.0% per annum on average over 20 years, after fees, costs and taxes.
Future returns cannot be guaranteed. This is a prediction.
Return2
| Year* | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return % | 9.94 | 0.84 | 16.05 | 13.44 | 10.84 | 4.84 | 13.04 | 12.34 | 6.64 | -2.01 |
*Ending 30 June
10 year average return of 8.5% as at 30 June 2020
20 year average return of 7.1% as at 30 June 2020
Comparison between return target and return3
Level of investment risk4
Medium to High
Negative returns expected in between 3 and 4 out of every 20 years.
The higher the expected return target, the more often you would expect a year of negative returns.
Statement of fees and other costs5
$628 per year
Fees and other costs for a member with a $50,000 balance.
