The return, return target, and fee data in this dashboard have been calculated for a member with an account balance of $50,000.
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.
10 year average annual return of 5.68% as at 30 June 2018.
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).
Total fees and costs of $321.50 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.