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Moderately Conservative Option
Objective
To limit investment risk, 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 1.5% pa over rolling 5 and 7 year periods will be sought.
Risk/Return Profile
Medium risk and Medium returns
Suitability
Members who are looking to limit the fluctuations in investment returns, while accepting a lower level of returns over the long term.
Strategic Asset Allocation
Date established
May 2003
Investment Performance
Year ended 30 June |
Return (p.a.) |
2003 |
1.9% |
2004 |
10.2% |
2005 |
11.0% |
2006 |
11.3% |
2007 |
16.4% |
For latest returns, close this window and see the Investment Performance page of this web site.
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