Designed for members who seek...
An Australian share portfolio managed by RBF's active Australian share managers and are willing to accept the risks associated with fluctuations on the Australian Stock Exchange.
More suited to members with a longer term time horizon of 7 or more years.
Objective
To provide a high level of capital growth over the long-term by investment in Australian shares achieving a gross return that exceeds the S&P/ASX300 Accumulation Index over rolling 5-year periods.
Target
Exceed inflation by around 5% per annum, over rolling 7-year periods.
Investment profile
Invested predominantly in assets listed on the Australian Stock Exchange and managed by RBF's diversified range of Australian shares investment managers.
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) |
RBF Australian Shares |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
-15.25 |
8.18 |
13.24 |
10.16 |
29 September 2001 |
RBF-TAS SG Account |
-15.25 |
8.07 |
13.00 |
9.89 |
29 September 2001 |
RBF Allocated Pension |
-15.73 |
8.57 |
13.83 |
10.79 |
29 September 2001 |
RBF Term Allocated Pension |
-15.73 |
8.57 |
N/A |
8.57 |
1 July 2005 |
|
|
