Market Benchmarks

Periodic Returns

MSID Periodic Returns 1 mo 3 mo 6 mo 1 yr 3 yr 5 yr 7 yr 10 yr 20 yr
XIUSA04GJ7 S&P/ASX 50 TR AUD
XIUSA04GJ4 S&P/ASX 100 TR
XIUSA04GAS S&P/ASX 200 TR AUD
XIUSA04GAU S&P/ASX 300 TR
XIUSA04GJ6 S&P/ASX All Ordinaries TR
XIUSA04GAR S&P/ASX Small Ordinaries TR AUD
FOUSA06FZX S&P/ASX Small Industrial TR
XIUSA04GWC MSCI World Ex Australia NR AUD
F00000Q6UQ MSCI World ex Australia Hdg NR AUD
XIUSA04GVV MSCI Japan NR AUD
F00000SG8U MSCI ACWI NR AUD
XIUSA04GW0 MSCI EM NR AUD
FOUSA06RJP Morningstar EM
FOUSA06YKB MSCI World Small Cap NR AUD
F00000WE2O S&P 500 TR AUD
F00000V7MD S&P 500 Hedged NR AUD
XIUSA04GVV MSCI Japan NR AUD
F00000UVFC MSCI AC Asia EX Japan NR AUD
F00000PGXW MSCI China NR AUD
F00000WA6Q MSCI India NR AUD
FOUSA06MAS Bloomberg AusBond Bank 0+Y TR AUD
FOUSA06MAT Bloomberg AusBond Composite 0+Y TR AUD
F00000MP4I Bloomberg AusBond Govt 0+Y TR AUD
FOUSA07XXC Bloomberg AusBond Credit 0+Y TR AUD
FOUSA07XXD Bloomberg AusBond Govt Infl 0+Y TR AUD
XIUSA04B3M FTSE WGBI Hdg AUD
XIUSA04G7Z BBgBarc Global Aggregate TR AUD
XIUSA04G7Y BBgBarc Global Aggregate TR Hdg AUD
F00000WSE1 BBgBarc Global Treasury TR Hdg AUD
F00000WYHM BBgBarc Gbl Agg Corp TR Hdg AUD
F00000U52F BBgBarc Multiverse TR Hdg AUD
FOUSA08S3U BBgBarc Global High Yield TR Hdg AUD
FOUSA07XUU Morningstar Aus UBS Comp/BCGA TR Hdg AUD
F00000JYPY S&P Global Infrastructure NR AUD
FOUSA08PED S&P Global Infrastructure NR Hdg AUD
XIUSA04GAQ S&P/ASX 200 A-REIT TR
XIUSA04GAT S&P/ASX 300 A-REIT TR
FOUSA09LI8 FTSE EPRA Nareit Developed NR AUD
FOUSA09LZJ FTSE EPRA Nareit Developed NR Hdg AUD
XIUSA04GIY Morningstar Aus Msec Conservative TR AUD
XIUSA04GIZ Morningstar Aus Msec Moderate TR AUD
XIUSA04GJ0 Morningstar Aus Msec Balanced TR AUD
XIUSA04GJ1 Morningstar Aus Msec Growth TR AUD
XIUSA04GJ2 Morningstar Aus Msec Aggressive TR AUD
F00000UTTH RBA Cash Rate
F00000WHBU RBA Cash Rate + 5%
FOUSA07E9J RBA Bank accepted Bills 90 Days
F00000UWCI CPI 0.15 0.46 1.15 2.31 1.85 1.79 1.89 2.06 2.61
F00000XDHU CPI + 1.0% 0.24 0.71 1.66 3.33 2.86 2.81 2.91 3.08 3.64
F00000USEO CPI + 2.0% 0.32 0.96 2.16 4.35 3.88 3.83 3.93 4.10 4.66
F00000USEL CPI + 3.0% 0.40 1.20 2.66 5.38 4.90 4.85 4.95 5.12 5.69
F00000USEI CPI + 4.0% 0.48 1.45 3.16 6.40 5.92 5.87 5.96 6.14 6.72
F00000V356 CPI + 5.0% 0.56 1.69 3.65 7.42 6.94 6.88 6.98 7.16 7.74

Source: SQM Research, as at: Mar 2020