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Conservative Option
Objective
To minimise the risk of loss of capital, whilst accepting that this is likely to result in lower investment returns over the long term. More specifically, returns after tax and fees that exceed CPI increases by at least 1 % pa over rolling 5 and 7 year periods will be sought.
Risk/Return Profile
Low risk and Low returns
Suitability
Members who are looking for relatively stable investment returns. They know long-term investment returns are probably going to be lower than the other Managed Choice Options.
Strategic Asset Allocation
Date established
May 2003
Investment Performance
Year ended 30 June |
Return (p.a.) |
2003 |
1.3% |
2004 |
5.9% |
2005 |
9.3% |
2006 |
8.8% |
2007 |
12.2% |
For latest returns, close this window and see the Investment Performance page of this web site.
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