|
Fixed Interest Option
Objective
To provide a diversified exposure to Australian and Overseas Fixed Interest. 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
Medium risk and Medium returns
Definition
A type of loan that is used by governments and institutions to raise money, for which they offer a fixed return for an agreed period of time. Bonds can be bought and sold at any time, and their value is affected by the interest rates at the time of sale.
Suitability
Members who are looking for a lower risk component of a diversified Build Your Own Option.
Strategic Asset Allocation
Date established
May 2003.
Investment Performance
Year ended 30 June |
Return (p.a.) |
2003 |
1.2% |
2004 |
3.3% |
2005 |
7.7% |
2006 |
3.0% |
2007 |
4.4% |
For latest returns, close this window and see the Investment Performance page of this web site.
|
