Investment objective: An average return of CPI + 2.0% over four years or more.1

Risk

It is likely that a negative return might be expected to occur between one and two years in 20.

 

Asset Allocation

This product is invested in the range of 25%-45% Growth Assets with the balance in Defensive Assets.

 Conservative Investment Charts Strategic Asset Allocation
  Australian Equities 11%
  International Equities 13%
  Property 9%
  Diversified Strategies (Income) 18%
  Inflation Linked Securities 16%
  Fixed Interest 23%
  Cash 10%

Performance

Rates of returns to 30 June 20192
Investment Option 1 mth 3 mths FYTD 1 year 3 years 5 years 10 years
  % % % % % p.a. % p.a. % p.a.
Conservative 1.5 2.43 5.68 5.68 5.68 5.15 6.63

Returns greater than one year have been annualised. 

Yearly rates of return net of investment fees and tax to 30 June 2016

Year Conservative*
2017-18 4.74%
2016-17 6.17%
2015-16 2.81%
2014-15 5.92%
2013-14 8.20%
2012-13 8.06%
2011-12 5.62%
2010-11 7.63%
2009-10 11.18%
2008-09 -6.52%
2007-08 -3.77%
2006-07 10.73%
2005-06 11.8%

*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