To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of Australian shares.
To primarily invest in a diversified portfolio of Australian shares either directly or through unit trusts.
|Minimum initial investment||$500|
|Minimum additional investment||$500 for a one-off additional payment|
|Additional investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Annual management fee||Net 1.2% p.a.|
|Suggested timeframe||Seven to ten years|
|Effective tax rate||27%|
The performance of your investment is measured after taxes and fees within this tax paid fund.
|3 mth||6 mth||1 yr||3 yr||5 yr|
|Net return (%)*||7.93%||11.78%||5.17%||4.21%||5.70%|
* Updated 31/12/2020. For periods of 1 year or longer, the movement is expressed as an annual rate of return. For periods less than 1 year, the return is expressed as a percentage for that corresponding period. Past performance is not a reliable indicator of future performance.
These prices are accurate only for the day quoted and are current for 21/01/2021
|Investment Bond Fund||Buy Price $||Sell Price $|
|Australian Shares Fund||3.0367||3.0155|
* Unit Prices are available after two business days
Past performance is not a reliable indicator of future performance.
|Min %||Max %|
|Cash & Derivatives||0||15|