Fixed interest

Aim

To provide a diversified investment in Australian Fixed Interest.

Objective

To earn at least the benchmark return for fixed interest (Bloomberg AusBond Composite Bond Index) over a rolling 10 year period, net of tax and fees.

Strategy

Invest 100% in Australian Fixed Interest.

Strategic asset allocation

Fixed Interest 90% – 100%
Cash 0% – 10%

Suitability

For members who:

• have a short to medium investment horizon (0-3 years);

• do not like risk; and

• are willing to accept lower returns for protection from short-term investment losses.

Minimum investment time frame

​If you choose this option be prepared to stay invested for 1 to 3 years or more before
it meets its objectives.

Expected frequency of a negative annual return

To have no more than two negative annual returns in any 20 year period (on average).

ANNUAL ReturnS