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Investment Management How we manage Australian Equities
Performance objective
To outperform (after fees and taxes) the rate of CPI increases by 4.5% pa over the longer term and over at least two thirds of all rolling ten year periods. |
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| Probability of a negative return
One in 4 years or 25% p.a.
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| Investment Management Fee
0.41% of assets per annum (or $4.10 per $1,000 invested)
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External Investment Costs
0.12% of the underlying investment per annum (or $1.20 per $1,000 invested) |
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Sector composition
Includes an allocation to both passive and active managers. The active management portion is managed by a group of specialist investment managers with different and complementary investment styles.
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For more information or assistance, please call our friendly Member Services team on (03) 9911 3222 (regional callers 1300 300 820) or email us.
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