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
-
11 May 2012$2.8731$2.872$2.8711
Returns
| Total returns to 30 April 2012 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Smaller Companies Pension | 10.80% | -3.40% | 7.40% | 1.50% | 8.40% | 8.70% |
| Benchmark: S&P/ASX Small Industrials | 12.70% | 2.50% | 13.30% | -6.70% | 5.50% | 6.30% |
