As at 31 December 2009
|
1 year |
3 years |
5 years |
7 years |
10 years |
RBF Actively Managed
(RBF Investment Account) |
15.3% |
0.3% |
5.2% |
6.9% |
6.4% |
SuperRatings Balanced
Survey (median) |
13.9% |
-1.4% |
4.5% |
6.8% |
5.4% |
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Markets bounce back
After a challenging couple of years, the financial markets have improved significantly.
Members invested in the default option RBF Actively Managed, received 15.3% over the year to 31 December 2009, outperforming the average return from similar superannuation funds (13.9%) by 1.4%, according to the December 2009 SuperRatings Balanced Survey performance figures.
Over the longer term, RBF's returns continue to outperform the relevant benchmarks. The RBF Actively Managed option returned a positive return of 0.3% per annum over the 3 years to 31 December 2009. This ranks RBF in the top 25% of Australian superannuation funds where the average return for all funds surveyed was -1.4% per annum over the same period. The result further highlights the application of the Board's carefully planned investment strategy which continues to protect members from market volatility while maintaining a strong, long term performance focus.
Investment returns for the RBF Actively Managed option were 5.2% over 5 years and 6.9% over 7 years. The return of 6.4% per annum over 10 years compared with the average return of 5.4% from similar funds over the same period means RBF members in this option were 1.0% per annum better off than comparable funds over 10 years.
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DID YOU KNOW?
You have access to Member Investment Choice (MIC) if you are a member of the Tasmanian Accumulation Scheme or have an RBF Investment Account, Allocated Pension or Term Allocated Pension?
MIC enables you to choose the investment option where your superannuation account is invested.
For more information, see the MIC information on the website or talk to RBF today on 1800 622 631.
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Please note that past investment performance is not an indicator of future performance
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