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
View the Investment Returns
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