CPI (inflation) plus 3.0% per annum on average over 10 years, after fees, costs and taxes.
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.
*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
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.
$628 per year
Fees and other costs for a member with a $50,000 balance.