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 high levels of variability in returns.
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.
Target
Exceed inflation by around 5% per annum, over rolling 7-year periods.
Investment profile
Principally invested in assets with the potential for long-term capital growth.
The investment profile is:
- 85% growth assets
- 15% 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 Long Term Growth |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
-10.22 |
7.17 |
10.22 |
7.14 |
2 October 1999 |
RBF-TAS SG Account |
-10.22 |
7.05 |
9.99 |
6.56 |
25 April 2000 |
RBF Allocated Pension |
-10.76 |
7.65 |
10.75 |
7.06 |
15 January 2000 |
RBF Term Allocated Pension |
-10.76 |
7.65 |
N/A |
7.65 |
1 July 2005 |
|
|
