Defensive
What is it?
This is a conservative investment option with a higher weighting towards assets such as cash, fixed interest, absolute return funds and direct property. There is a smaller relative weighting to assets such as shares and infrastructure, which provides the prospect for some capital growth.
Historical financial performance
| Investment return 31 December 2011 | |
|---|---|
| 1 month | 0.32% |
| 3 months | 1.71% |
| Financial year to date | 0.33% |
| 1 year | 3.44% pa |
| 3 years | 8.24% pa |
| 5 years | 3.99% pa |
| 7 years | 5.56% pa |
| 10 years | N/A |
The above table shows the net return after investment fees, tax and the asset-based fee.
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| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian Shares | 15% | 5-20% |
| International Shares | 10% | 5-15% |
| Property (Growth) | 2% | 0-5% |
| Infrastructure | 5% | 0-8% |
| Growth Alternatives | 0% | 0-8% |
| Total Growth Assets | 32% | 15-40% |
| Australian Fixed Interest | 21% | 18 - 36% |
| Global Fixed Interest | 14% | 10 - 24% |
| Property (Income) | 8% | 0-10% |
| Defensive Alternatives | 5% | 0-10% |
| Cash | 20% | 10-30% |
| Total Defensive Assets | 68% | 60-85% |
| Foreign Currency | 3% | 0-8% |
How it works
Investment performance objective
Target = CPI + 1%. To achieve a return of 1% above inflation per annum over rolling 3 year periods.
Investment time frame
Medium to long term, 3 years+. If you are interested in earning some capital growth over the short to medium term, this may be an option for you.
Risk profile
Low to medium risk. Likelihood of a negative return in any year is approximately 1 in 9.
Date introduced
February 2003.
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