Designed for members who seek...
An international share portfolio with a spread of investment managers to deliver the option's objective and who are comfortable with high levels of variability in returns associated with fluctuations in the world share markets and currencies.
More suited to members with a longer term time horizon of 7 or more years.
Objective
To provide a high level of capital growth over the long-term investment in a portfolio of international managers achieving a gross return at least equal to the Morgan Stanley Capital International Index (MSCI) ex-Australia over rolling 5-year periods.
Target
Exceed inflation by around 5% per annum, over rolling 5-year periods.
Investment profile
Invested predominantly in assets listed on major International Stock Exchanges and managed by RBF's diversified international shares investment managers.
The investment profile is:
- 100% growth assets
- 0% defensive assets
Level of risk
High risk. Negative returns expected 1 year in every 4-5 years.
Performance
Period ending 30 June 2008
|
Crediting Rate
(net of investment management fees and taxation) |
RBF International Shares |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
-18.18 |
2.03 |
4.33 |
0.31 |
20 October 2001 |
RBF-TAS SG Account |
-18.18 |
1.93 |
4.13 |
0.08 |
20 October 2001 |
RBF Allocated Pension |
-20.06 |
2.12 |
4.63 |
0.35 |
20 October 2001 |
RBF Term Allocated Pension |
-20.06 |
2.12 |
N/A |
2.12 |
1 July 2005 |
|
|
