RBF Fixed Interest

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