This option is generally suited to investors who

• have an investment timeframe of at least five to seven years
• want exposure to assets with potentially higher returns
• are prepared to accept fluctuations in the value of their investments over the short term.

Investment objective

To achieve an average return over rolling five-year periods of CPI + 4.0% p.a., after fees and tax.

Asset allocation

The pie chart above shows the target asset allocation, however QIC, our investment manager, has the flexibility to invest within the ranges detailed.²

Risk

Negative return expected one year in every six years.

 

1. It's important to be aware past performance should not be taken as an indication of future performance.
Crediting rates differ from net returns due to a slight delay in unit prices reflecting the value of the underlying assets. Crediting rates are the returns that are applied daily to members' accounts. The crediting rates quoted for a given period apply to members who have remained in the option/s for the entire period and made no transactions.

2. Asset allocations effective from 1 July 2008. Transitional arrangements will apply to the Fixed interest allocation for the Balanced option (5%-25%).

3. As at 30 June 2008.

4. This is the estimated fee for the 2008/2009 financial year.

Historical performance

More investment performance and unit prices

Fee