This investment option is likely to suit members with a short investment timeframe.
- 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
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
|Total Defensive Assets
Indirect Cost Ratio: 0.12%
1 Jointly developed by the Financial Services Council and the Association of Superannuation Funds of Australia.
5 year returns