JUST SHARES

Performance objective
To outperform (after fees and taxes) the rate of increase in inflation as measured by the Consumer Price Index by 4.5% per annum over the longer term, and over at least two thirds of all rolling ten-year periods.
 
Strategies
Invest in a diversified portfolio of Australian and international equities.
 
Probability of a negative return
One in 4 years or 25% p.a.
 
Investment Management Fee
0.50% of assets per annum (or $5.00 per $1,000 invested)
 
External Investment Costs
0.12% of the underlying investment per annum (or $1.20 per $1,000 invested)
 
Target Asset Allocation

 

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