Indexed Balanced
| Investment returns to 30 Apr 2012 | |
|---|---|
| 1 month | 0.71 % |
| 3 months | 3.78 % |
| Financial year to date | N/A |
| 1 year | N/A |
| 2 years | N/A |
| 3 years | N/A |
| 5 years | N/A |
| 7 years | N/A |
| 10 years | N/A |
| Since Inception | 8.45 % pa |
| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian shares | 30.00% | 20-40% |
| International shares | 25.00% | 15-35% |
| Property (growth) | 7.50% | 5-10% |
| Infrastructure | 5.00% | 0-10% |
| Total Growth Assets | 67.50% | |
| Australian bonds | 22.50% | 10-35% |
| Cash | 10.00% | 5-35% |
| Total Defensive Assets | 32.50% | |
What is it?
Includes asset classes where a broad market index is available and investible. The option will aim to provide exposure to these asset classes through the use of passive indexing strategies. These are no investments in unlisted assets.
How it works
Investment performance objective
3.0% above CPI per annum over rolling five year periods.
Investment time frame
Long term, 5 years+. If you would like a passive portfolio that earns a moderate to high level of capital growth over the long-term that is in line with the broad market, while having minimal fees.
Risk profile
Medium to high risk. Expected frequency of negative return over 20 year period - 5 in 20 years.
Date introduced
October 2011
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