Cash Option

Investor profile

This investment option is likely to suit members with a short investment timeframe.

Objective

  • The primary objective is to preserve capital. 
  • Gross investment returns before fees and taxes are expected to be approximately equal to the Bloomberg AustBond Bank Bill Index in any financial year period. 
  • The investment risk objective is to avoid a negative cumulative return measured over successive one year periods

Investment Strategy

To invest in cash or cash equivalent investment accounts to achieve competitive rates of return.

Minimum Investment Timeframe

Short term: 12 months or more.

Standard Risk Measure 1

Risk Band: 1
Risk Label: Very low
Expected number of negative annual returns over any 20-year period: less than 0.5

Strategic Asset allocation

Sector Range % Benchmark %
Cash

100

100%

Total Defensive Assets

100

100%

Indirect Cost Ratio: 0.12%

1 Jointly developed by the Financial Services Council and the Association of Superannuation Funds of Australia.

5 year returns