Sustainable

Objective

A passively managed well diversified portfolio with expected risk and total return characteristics similar to the broader Australian share market (as represented by the S&P ASX 200 Index).

Risk level

Very high (see Risk measures)

Risk band

Seven (see Risk measures)

Minimum suggested timeframe

15 years

Investor suitability

It may be suitable for those prepared to take higher risk in exchange for potentially higher returns on their investment over the long term, and are comfortable with high levels of volatility and periods of negative returns.

 

Performance to 31 March 2013

Quarter %Financial year %1 year %3 years % (annualised)5 years % (annualised)
7.1 23.1 17.6 3.3 2.3