Designed for members who seek...
An Australian share portfolio managed solely by Maple-Brown Abbott with a broad exposure to shares in accordance with relevant market weightings and are willing to accept the risks associated with fluctuations on the Australian Stock Exchange.
This option has single manager risk that uses a "value" focus for its investment decisions.
More suited to members with a longer term time horizon of 7 or more years.
Objective
To provide a superior rate of return relative to the S&P/ASX300 Accumulation Index over rolling 4-year periods.
Target
Exceed inflation by around 4% per annum, over rolling 7-year periods.
Investment profile
Invested predominantly in assets listed on the Australian Stock Exchange. Maple-Brown Abbott currently maintains an allocation to Australian Shares of 96% with a 4% allocation to liquid money market securities and cash. From time to time this allocation may be greater than 5% but not exceed 10%.
The investment profile is:
- 100% growth assets
- 0% defensive assets
Level of risk
High risk. Negative returns expected 1 year in every 4-5 years.
Performance
Period ending 30 June 2008
|
Crediting Rate
(net of investment management fees and taxation) |
Maple-Brown Abbott
Australian Shares |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
-13.73 |
8.02 |
13.03 |
12.95 |
28 June 2003 |
RBF-TAS SG Account |
-13.73 |
7.90 |
12.80 |
12.71 |
28 June 2003 |
RBF Allocated Pension |
-14.48 |
8.34 |
13.57 |
13.49 |
28 June 2003 |
RBF Term Allocated Pension |
-14.48 |
8.34 |
N/A |
8.34 |
1 July 2005 |
|
|
