RBF Actively Managed (default option)

This is the default investment option. Your savings will be invested in RBF Actively Managed if you do not provide any other investment instructions.

Designed for members who seek...

A diversified portfolio using a range of investment managers to deliver the option's objective and who are comfortable with moderate to high levels of variability in returns.

More suited to members with a longer term time horizon of 5 or more years.

Objective

To provide a moderate to high level of capital growth over the medium to long-term.

Target

Exceed inflation by around 4% per annum, over rolling 5-year periods.

Investment profile

Invested in a mix of assets, with a higher weighting towards assets with the potential for medium to long-term growth.

The investment profile is:

• 73% growth assets
• 27% defensive assets

Level of risk

Moderate to high risk. Negative returns expected 1 year in every 5-6 years.

Performance

View the Investment Returns