Cash
January 28 2021
Strategic asset allocations
As at 11 January 2021
(asset allocation ranges are shown in brackets)
Suitability: |
This option may be suitable if your priority is the safeguarding of your investment capital. |
Objective* for Accumulation Plan Beneficiary Account & Working Income Stream: |
To provide a return after fees (but before tax) equivalent or higher than the Bloomberg AusBond Bank Bill Index.
|
Objective* for Retirement Income Stream: |
To provide a return after fees equivalent or higher than the Bloomberg AusBond Bank Bill Index.
|
Minimum suggested
investment timeframe: |
1 year |
Risk band#: |
1 - VERY LOW |
Estimated number
of negative
annual returns#: |
Less than 0.5 over any 20 year period |
Investment Option Performance
Cash
(period 1 July to 30 June) |
Crediting rate % p.a. |
Accumulation Plan |
Beneficiary Account |
Retirement Income Stream |
2019/20 |
0.88 |
0.88 |
1.05 |
2018/19 |
1.88 |
1.88 |
2.22 |
2017/18 |
1.62 |
1.62 |
1.92 |
2016/17 |
1.72 |
1.72 |
2.02 |
2015/16 |
1.98 |
1.98 |
2.33 |
2014/15 |
2.25 |
2.25 |
2.65 |
2013/14 |
2.47 |
2.47 |
2.89 |
2012/13 |
3.13 |
3.13 |
3.67 |
2011/12 |
4.04 |
4.04 |
4.69 |
2010/11 |
4.12 |
4.12 |
4.86 |
3 years - compound average p.a. |
1.74 |
1.74 |
2.05 |
5 years - compound average p.a. |
1.89 |
1.89 |
2.23 |
Past performance is not a reliable indicator of future performance and should not be relied upon for making investment decisions.