Designed for members who seek...
An Australian share portfolio managed solely by State Street Global Advisors Australia with a broad exposure to shares in accordance with relevant market weightings and willing to accept the risks associated with fluctuations on the Australian Stock Exchange.
This option has single manager risk and lower management costs through passive management.
More suited to members with a longer term time horizon of 7 or more years.
Objective
To closely track the monthly rates of return of the S&P/ASX200 Accumulation Index.
Target
Exceed inflation by around 4% per annum, over rolling 7-year periods.
Investment profile
Invested in a mix of assets listed on the Australian Stock Exchange. The benchmark asset allocation for this option is 100% Australian Shares, however at any time there may be a small exposure to cash.
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) |
State Street Australian
Shares Index |
1 year % |
3 years % pa |
5 years % pa |
Since inception % pa |
Inception Date |
RBF Investment Account |
-13.92 |
9.53 |
14.15 |
9.97 |
3 November 2001 |
RBF-TAS SG Account |
-13.92 |
9.41 |
13.92 |
9.69 |
3 November 2001 |
RBF Allocated Pension |
-14.68 |
9.92 |
14.76 |
10.43 |
3 November 2001 |
RBF Term Allocated Pension |
-14.68 |
9.92 |
N/A |
9.92 |
1 July 2005 |
|
|
