Third-Party Indexed Australian Shares Option

Manager Allocation (%) Color
Third-Party Indexed Australian Shares Option
100 #5ab7e8
As at 23/04/2024
Performance (As at 31/3/2024)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
24/11/2017 3.10% 5.12% 13.44% 9.36% 9.02% 8.21%
Past performance is not a reliable indicator of future performance. Performance is net of fees and charges. Performance for periods longer than 1 year are annualised. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.

Fund detail

Assets under management $(As at 22/04/2024)
Fund inception 24th November 2017
Minimum Investment timeframe 7 years
Investment return objective Earn a return in line with benchmark, before costs and tax, over rolling 5 year periods.
Investment strategy The option is predominantly exposed to shares and unit trusts listed or about to be listed on the Australian Securities Exchange. The option is invested in passive manner so as to replicate as closely as possible the benchmark stated above. The option may also be exposed to derivatives.