This option is generally suited to investors who

• have an investment timeframe of less than one year
• want to protect the value of their investment
• are willing to accept very little short-term real growth.

Investment objective

To capture the return of a broadly diversified portfolio of cash investments, after fees and tax.

Asset allocation

Cash usually takes the form of fixed term deposits, bank bills, and corporate bonds. Over the long term, returns will be lower than fixed interest, property, and shares.

 

 

 

 

Risk

Negative returns are not expected over one year.

 

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. As at 30 June 2008.

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

Historical performance

More investment performance and unit prices

Fee