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 3%-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:
- 65% growth assets
- 35% 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) |
RBF Diversified Growth |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
-7.24 |
6.12 |
8.43 |
6.39 |
2 October 1999 |
RBF-TAS SG Account |
-7.24 |
6.01 |
8.21 |
5.82 |
25 April 2000 |
RBF Allocated Pension |
-7.88 |
6.64 |
9.19 |
6.56 |
15 January 2000 |
RBF Term Allocated Pension |
-7.88 |
6.64 |
N/A |
6.64 |
1 July 2005 |
|
|
