Strategic asset allocation
Aim
Outperform S&P ASX300 Accumulation Index over rolling 5-year periods.
Negative returns expected 6 out of 20 years.
Investment risk
Very high
Suited to
Those seeking a socially responsible investment with high returns from Australian shares only and prepared to accept potentially significant fluctuations in returns over shorter time periods, or those wanting to build their own investment strategy when combined with other single asset class options.
Estimated fees (2011/12)
0.18% administration
0.85% investment management
Note: introduced 1 July 2011. Past performance is not an indication of future performance.
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