Designed for members who seek...
A capital stable investment with a short-term time horizon of 1-2 years.
Objective
To provide a high level of capital security and maintain the purchasing power of the capital invested.
Target
The target is to achieve a crediting rate to members, after investment management fees and taxation, which at least equals the rate of inflation each year.
Investment profile
The investment profile is:
- 0% growth assets
- 100% defensive assets
Level of risk
Low risk. The risk of a negative return for any year is also low.
Performance
Period ending 30 June 2008
|
Crediting Rate
(net of investment management fees and taxation) |
RBF Cash |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
6.22 |
5.30 |
4.78 |
4.41 |
2 October 1999 |
RBF-TAS SG Account |
6.22 |
5.19 |
4.58 |
4.21 |
25 April 2000 |
RBF Allocated Pension |
7.35 |
6.19 |
5.51 |
4.94 |
15 January 2000 |
RBF Term Allocated Pension |
7.35 |
6.19 |
N/A |
6.19 |
1 July 2005 |
|
|
