Designed for members who seek...
An investment with a regular income stream but are comfortable with the potential for capital gains when interest rates fall and capital losses when interest rates rise.
Most suited to members with a medium time horizon of at least 4 years.
Objective
To provide a regular income stream and retain capital value over the medium term.
Target
Exceed inflation by around 1.5% per annum, over rolling 3-year periods.
Investment profile
The investment profile is:
- 0% growth assets
- 100% defensive assets
Level of risk
Moderate risk. Negative returns expected 1 year in every 6-7 years.
Performance
Period ending 30 June 2008
|
Crediting Rate
(net of investment management fees and taxation) |
RBF Fixed Interest |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
4.73 |
3.98 |
4.27 |
4.25 |
28 June 2003 |
RBF-TAS SG Account |
4.73 |
3.87 |
4.07 |
4.05 |
28 June 2003 |
RBF Allocated Pension |
5.59 |
4.56 |
4.85 |
4.82 |
28 June 2003 |
RBF Term Allocated Pension |
5.59 |
4.56 |
N/A |
4.56 |
1 July 2005 |
|
|
