Designed for members who seek...
An investment that provides a stable income stream.
More suited to members with a medium time horizon of 5 or more years.
Objective
To provide stable income stream and also offer the opportunity for capital growth over the longer-term.
Target
Exceed inflation by around 4% per annum, over rolling 5-year periods.
Investment profile
Invested in RBF's Property and Alternative Investments asset class.
The investment profile is:
- 51% growth assets
- 49% defensive assets
Level of risk
Moderate to high risk. Negative returns expected 1 year in every 5-6 years.
Performance
Period ending 30 June 2008
|
Crediting Rate
(net of investment management fees and taxation) |
RBF Property & Alternative
Investments |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
10.17 |
11.21 |
10.90 |
10.98 |
28 June 2003 |
RBF-TAS SG Account |
10.17 |
11.09 |
10.67 |
10.75 |
28 June 2003 |
RBF Allocated Pension |
11.03 |
12.09 |
11.58 |
11.66 |
28 June 2003 |
RBF Term Allocated Pension |
11.03 |
12.09 |
N/A |
12.09 |
1 July 2005 |
|
|
