Product dashboard

Product dashboard: RI Allocated Pension Mix Your plan Australian Shares

 

Investment return objective

To outperform the plan's benchmark index over rolling 3 year periods. The Mix Your plan Australian Shares benchmark index is S&P/ASX 300 Accumulation Index.

Level of investment risk

Very high risk (based on Standard Risk Measure bands).
Estimated number of negative annual returns over any 20-year period is greater than 6.

Statement of fees and other costs

${{int fees.[Total annual].unit_value}} per year in fees and other costs for a member with an account balance of $50,000+.

Returns for previous financial years

10 year average annual return of {{returnsAverage dashboard.[Moving average return ^]}}% as at {{returnsDate dashboard.[Moving average return ^]}}.

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Comparison between return target and return

+ Statement of fees and other costs are based on fees over the 2024/25 financial year. It includes all investment and administration fees and expenses for an account balance of $50,000. For more information, see the Retirement Income Pension Product Information Booklet. You should read all the information about fees and costs, because it is important to understand their impact on your investments.

^ Returns are reported after factoring in the investment fees and costs, administration fees and inclusive of franking credits, and are based on transactional prices. The investment fees and costs include all investment costs, transaction costs and any other underlying costs relating to your investment. The returns shown here are different from those shown on other pages as they are based on a member with an account balance of $50,000 and are reported net of administration fees.

Our schemes are Exempt Public Sector Superannuation Schemes and are regulated by the Treasurer of Western Australia and not the Commonwealth Government.

The State Government guarantees to pay every benefit payable under a scheme, including the accumulation, retirement and defined benefit schemes. This Benefit Payment Guarantee does not include investment market losses.

The performance of your investment option(s) is not guaranteed, and returns may move up or down depending on factors such as investment market conditions. Past performance should not be relied on as an indication of future performance.