Smaller Companies Pension

Minimum investment: 

Initial investment: $30,000

Previous name

Equities Pension 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
Get Adobe Flash player

Smaller Companies Pension

Unit Prices

  • 3 September 2010
    $2.6161
    $2.6124
    $2.6088
Get Adobe Flash player

Returns

Total returns to 31 July 2010 3 months 1 year 3 years 5 years 10 years Since Inception
Smaller Companies Pension -6.35% 2.52% -3.35% 6.33% 6.84% 8.89%