At a glance
- are focused on achieving a return above inflation over a 3 year period,
- understand the return achieved by the portfolio may be significantly higher or lower than its objective,
- understand that the portfolio’s asset allocation will change significantly over time, and
- want to manage investment risk by diversifying across asset classes and strategies.
The measure of inflation is the Consumer Price Index, calculated by the Australian Bureau of Statistics
Minimum suggested time to invest
3 to 5 years
View the Investor Brochure (PDF).
The portfolio aims to deliver a return of 3.5% pa above inflation (before fees and tax) over 3- year periods by limiting the risk of negative returns over this time frame.
This careful risk management approach means there may be times when the Trust doesn’t achieve itsreturn objective. In most circumstances the Trust is expected to provide positive returns over 3 year periods, although there will sometimes be negative returns over shorter periods.
Less than 15% probability of a negative real return over 3 years