Diversified Bonds
What is it?
This is an investment in cash and fixed interest investments, which include securities issued by both Australian and international governments and corporations.
Historical financial performance
| Investment return to 31 December 2011 | |
|---|---|
| 1 month | 0.72% |
| 3 months | 1.62% |
| Financial year to date | 1.58% |
| 1 year | 4.49% pa |
| 3 years | 4.95% pa |
| 5 years | 5.21% pa |
| 7 years | 5.21% pa |
| 10 years | 5.45% pa |
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 Fixed Interest | 25% | 10-60% |
| Global Fixed Interest | 40% | 20-50% |
| Cash | 35% | 10-45% |
| Total Defensive Assets | 100% | 100% |
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
Short to medium term, 3 years+. If you are seeking an investment with a secure income stream, this could be the option for you.
Risk profile
Low risk. Likelihood of a negative return in any year is approximately 1 in 10.
Date introduced
October 1999.
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