Designed for members who seek...
To help achieve a sustainable future while also achieving their own personal financial goals.
More suited to members with a longer time horizon of 5 or more years.
Objective
To provide a moderate level of capital growth over the long-term, by investment in Australian and overseas companies that will form part of a socially and environmentally sustainable future and that meet ethical investment criteria.
Target
Exceed inflation by around 4% per annum, over rolling 5-year periods.
Investment profile
The investment profile is:
- 74% growth assets
- 26% 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 Socially Responsible
Investments |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
-7.15 |
5.90 |
7.89 |
5.63 |
20 October 2001 |
RBF-TAS SG Account |
-7.15 |
5.79 |
7.68 |
5.37 |
20 October 2001 |
RBF Allocated Pension |
-7.74 |
6.30 |
8.52 |
6.05 |
20 October 2001 |
RBF Term Allocated Pension |
-7.74 |
6.30 |
N/A |
6.30 |
1 July 2005 |
|
From 1 August 2008 AMP Capital Responsible Investment Leaders Balanced Fund was appointed as the sole manager for RBF Socially Responsible Investments.
|
