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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 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.

Comparison between return target and return

Chart graphic 2020

Level of investment risk

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).

Statement of fees and other costs 

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.