Designed for members who seek...
A relatively capital-stable investment with the prospect of modest capital growth.
More suited to members with a short to medium time horizon of 3-4 years.
Objective
To provide some capital growth over the short to medium term while also maintaining a moderate to high level of capital stability and a low probability of a negative return in any one year.
Target
Exceed inflation by around 1.5%-2% per annum, over rolling 3-year periods.
Investment profile
Invested in a mix of assets, with a higher weighting towards assets that provide a level of capital stability.
The investment profile is:
- 30% growth assets
- 70% defensive assets
Level of risk
Low risk. Negative returns expected 1 year in every 7-8 years.
Performance
View the Investment Returns
|
