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AUSfund dashboard


The return, return target, and fee data in this dashboard have been calculated for a member with an account balance of $50,000.

Return target

To achieve a return of 2.25% per annum in excess of the CPI over rolling ten year periods at least two thirds of the time.

Return*

10 year average annual return of 5.72% as at 30 June 2016.

Comparison between return target and return

AUSfund Dashboard2

Level of investment risk

Medium (Standard Risk Measure Band 4). Expectation of a negative return approximately 1 out of every 7 years (or approximately 3 years in every 20).

Statement of fees and other costs 

Total fees and costs of $99 for a member with an account balance of $50,000. Comprises fees deducted directly from member accounts, as well as indirect costs which are deducted from the return before it is applied to member accounts.