Investment objective: An average return of Inflation + 3.5% over 10 years or more.1
It is likely that a negative return might be expected to occur between four and six years in 20.
This product is invested in the range of 60%-90% Growth Assets with the balance in Defensive Assets.
|Strategic Asset Allocation|
|Diversified Strategies (Growth)||8||0-20|
|Diversified Strategies (Income)||8||0-20|
|Inflation Linked Securities||5||0-15|
Returns greater than one year have been annualised.
Yearly rates of return net of investment fees to 30 June
*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 developed having regard for the long term performance and characteristics of financial markets and taking into account expert advice provided by specialist investment advisor, 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