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 1.75% per annum in excess of the CPI over rolling ten year periods at least 50% of the time.
10 year average annual return of 6.87% as at 30 June 2020.
High (Standard Risk Measure Band 6). Expectation of a negative return approximately 1 out of every 5 years (or approximately 4 years in every 20).
Total fees and costs of $251.50 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.