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
Unit Prices
-
27 January 2012$2.6373$2.6363$2.6355
Returns
| Total returns to 31 December 2011 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Smaller Companies Pension | 5.30% | -11.60% | 5.80% | 1.00% | 6.00% | 7.90% |
| Benchmark: S&P/ASX Small Industrials | 0.00% | -12.80% | 8.90% | -8.00% | 3.60% | 5.40% |
