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Property Option
Objective
To provide a diversified exposure to direct and listed property. More specifically, returns after tax and fees that exceed CPI increases by at least 2% pa over rolling 5 and 7 year periods will be sought.
Risk/Return Profile
Medium to High risk and Medium to High returns
Definition
Includes land and buildings that can be bought, sold or leased. A superannuation fund generally invests by purchasing units in a trust that invests in a variety of properties including office buildings or shopping complexes.
Suitability
Members who are looking for a more moderate risk component of a diversified Build Your Own Option and who have the ability to withstand moderate fluctuations in returns.
Strategic Asset Allocation
Date established
May 2003.
Investment Performance
Year ended 30 June |
Return (p.a.) |
2003 |
4.5% |
2004 |
10.8% |
2005 |
13.4% |
2006 |
12.4% |
2007 |
16.2% |
For latest returns, close this window and see the Investment Performance page of this web site.
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