November 29 2023
Strategic asset allocations
As at 1 Juy 2023
(asset allocation ranges are shown in brackets)
Target defensive assets: 100%
||Members with a minimum investment time frame of 1 year that are prepared to accept a very low amount of volatility in pursuit of safeguarding investment capital.
|Objective* for Accumulation Plan Beneficiary Account & Working Income Stream:
||To provide a return after fees (but before tax) equivalent to or higher than the Bloomberg AusBond Bank Bill Index.
|Objective* for Retirement Income Stream:
||To provide a return after fees equivalent to or higher than the Bloomberg AusBond Bank Bill Index.
|Minimum suggested investment timeframe:
||1 - VERY LOW
|Estimated number of negative annual returns#:
||Less than 0.5 over any 20 year period
Investment option performance
Our annual returns page shows the annual and long-term average returns for this option listed by product.