Investment objective: An average return of CPI + 3.5% over seven years or more.1
It is likely that a negative return might be expected to occur between three and four years in 20.
This product is invested in the range of 55%-75% Growth Assets with the balance in Defensive Assets.
|Strategic Asset Allocation|
|Australian Equities 19%|
|International Equities 23%|
|Diversified Strategies (Growth) 8%|
|Diversified Strategies (Income) 16%|
|Inflation Linked Securities 9%|
|Fixed Interest 11%|
Returns greater than one year have been annualised.
Yearly rates of return net of investment fees and tax to 30 June 2016
* Option introduced on 1 April 2005
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1 Investment objectives state what each option aims to achieve. They are designed to help members with their investment decisions. The objectives have been determined having regard for the long term performance and characteristics of financial markets and taking into account expert advice provided by JANA. There is no guarantee, however, that the objectives will be met. This is because financial markets are volatile and future returns may vary from past returns. Indeed, for funds with exposure to growth assets there is a material likelihood that returns may be negative in any particular year.
2 Net of investment fees and tax