Designed for members who seek...
Are comfortable with moderate to high levels of variability in returns and are prepared to accept single manager risk to deliver the option's objectives.
More suited to members with a longer term time horizon of 5 or more years.
Objective
The performance objective set by Maple-Brown Abbott is to provide a superior rate of return relative to the average of similar balanced funds as measured by the ASSIRT Multi-Sector Wholesale Index over rolling 3-year periods.
Target
Exceed inflation by around 3%-4% per annum, over rolling 5-year periods.
Investment profile
Invested in a mix of assets, with a weighting towards assets with the potential for medium to long-term growth.
The investment profile is:
- 70% growth assets
- 30% defensive assets
Level of risk
Moderate to high risk. Negative returns expected 1 year in every 5-6 years.
Performance
Period ending 30 June 2008
|
Crediting Rate
(net of investment management fees and taxation) |
Maple-Brown Abbott Balanced |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
-9.42 |
4.77 |
N/A |
7.90 |
5 July 2003 |
RBF-TAS SG Account |
-9.42 |
4.66 |
N/A |
7.69 |
5 July 2003 |
RBF Allocated Pension |
-10.29 |
5.18 |
N/A |
8.63 |
5 July 2003 |
RBF Term Allocated Pension |
-10.29 |
5.18 |
N/A |
5.18 |
1 July 2005 |
|
|
