Smaller Companies

Previous name

Equities Strategy

Established

December 1998

Recommended minimum timeframe

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7+
  • Years

Asset Mix

95% Growth 5% Defensive

Investment risk

Investment risk illustration Low High

Asset Allocation

  • Australian shares
  • Cash
  • International shares
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Smaller Companies portfolio

Unit Prices

  • 3 September 2010
    $2.7298
    $2.726
    $2.7222
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Returns

Total returns to 31 July 2010 3 months 1 year 3 years 5 years 10 years Since Inception
Smaller Companies -5.77% 1.95% -2.55% 6.02% 6.47% 8.91%