Investment objective: An average return of inflation + 2.0% over four years or more.1
It is likely that a negative return might be expected to occur between two and three years in 20.
This product is invested in the range of 25%-55% Growth Assets with the balance in Defensive Assets.
|Strategic Asset Allocation|
|Diversified Strategies (Income)||18||5-30|
|Inflation Linked Securities||15||5-25|
Returns greater than one year have been annualised.
Yearly rates of return net of investment fees to 30 June
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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 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