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Moderately Aggressive Option
Objective
To achieve attractive long-term investment returns, whilst tolerating a high level of volatility in returns. More specifically, returns after tax and fees that exceed CPI increases by at least 2.5% pa over rolling 5 and 7 year periods will be sought.
Risk/Return Profile
High risk and High returns
Suitability
Members who are looking for reasonably strong investment returns over the medium to long term and are willing to tolerate a relatively high variability in returns.
Strategic Asset Allocation
Date established
May 2003
Investment Performance
Year ended 30 June |
Return (p.a.) |
2003 |
3% |
2004 |
13.8% |
2005 |
15.0% |
2006 |
15.9% |
2007 |
22.6% |
For latest returns, close this window and see the Investment Performance page of this web site.
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