Index Portfolios
Investment return figures as at 30 November 2023.
Investment Objective
Target RBA cash rate +1.5% per annum over a rolling 3-year period after fees.
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS015): 0.302% p.a
3.61
-0.40
1.55
3.46
1.42
—
3.41
07/02/2019
45% / 55%
Investment Objective
Target RBA cash rate +2.0% per annum over a rolling 5-year period after fees.
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS016): 0.314% p.a
Investment Objective
Target RBA cash rate +2.5% per annum over a rolling 6-year period after fees.
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS017): 0.339% p.a
Investment Objective
Target RBA cash rate +3.0% per annum over a rolling 7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS018): 0.324% p.a
Investment Objective
Target RBA cash rate +4.5% per annum over a rolling 7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS020): 0.318% p.a