Investment Performance

Performance
Based on $10,000 investment at 1 Jul 2014 .

Investment Options

Investment Returns

Financial Year to Period ending 30/09/2017
1/12/2017 (%) 1 year (% p.a.) 3 year (% p.a.) 5 year (% p.a.) Since Inception* (% p.a.)
Growth 5.15 6.76 8.67 n/a 6.68
Balanced 3.88 3.90 6.32 n/a 5.20
Conservative 2.22 0.52 3.54 n/a 3.10

* Returns (% p.a.) are since the fund's inception of 2nd November 2013.
The above returns are calculated before fees and taxes. They also assume reinvestment of distributions.
Past performance is not indicative of future performance.

Unit Prices

Investment Option Sell Price Date Past Prices
Growth $1.344726 01/12/2017 View Price History
Balanced $1.260000 01/12/2017 View Price History
Conservative $1.147455 01/12/2017 View Price History

INVESTMENT OPTIONS

Each investment option has a different strategic asset allocation:

Investment Option Australian
Cash
Australian
Fixed Interest
International
Fixed Interest
Australian
Shares
International
Shares
Alternative
Investments
Balanced 4% 13% 12% 45% 25% 1%
Conservative 15% 27% 27% 20% 10% 1%
Growth 0% 0% 0% 59% 40% 1%

To learn more about our Investment Options, please refer to the Product Disclosure Statement and Reference Guide.

The above results are from the fund’s inception date in 2/11/2013 to 1/12/2017.

Unit prices reflect the value of the assets or investments within each investment option. Past performance is not indicative of future performance.