Diversified Fixed Interest

The Diversified fixed interest option invests in a diversified portfolio of Australian and global bonds.


Diversified Fixed Interest

This option may be suitable if you’re seeking moderate returns and to retain capital growth over the medium term (more than 5 years) by investing in a range of fixed interest investments. You want a lower level of risk and volatility than shares. The graph shows the value of an initial investment of $1,000 in this option over time.

    Data

    Investment performance shown to 28 February 2021 is for MTAA Super’s Diversified fixed interest investment option.

    To meet or exceed the return to a weighted average of Australian and international bond indices, hedged to Australian dollars before fees and tax.

    Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

    Risk band 3

    You may expect 1-2 negative annual returns in a 20-year period.

    Crediting rates with MTAA Super prior to 2017 have been converted to unit prices. Before 22 April 2017, MTAA Super used crediting rates to apply the returns for each investment option to members.

    Diversified Fixed Interest

    This option may be suitable if you’re seeking moderate returns and to retain capital growth over the medium term (more than 5 years) by investing in a range of fixed interest investments. You want a lower level of risk and volatility than shares. The graph shows the value of an initial investment of $1,000 in this option over time.

      Data

      Investment performance shown to 28 February 2021 is for MTAA Super’s Diversified fixed interest investment option.

      To meet or exceed the return to a weighted average of Australian and international bond indices, hedged to Australian dollars before fees and tax.

      Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

      Risk band 3

      You may expect 1-2 negative annual returns in a 20-year period.

      Crediting rates with MTAA Super prior to 2017 have been converted to unit prices. Before 22 April 2017, MTAA Super used crediting rates to apply the returns for each investment option to members.

      Diversified Fixed Interest

      This option may be suitable if you’re seeking moderate returns and to retain capital growth over the medium term (more than 5 years) by investing in a range of fixed interest investments. You want a lower level of risk and volatility than shares. The graph shows the value of an initial investment of $1,000 in this option over time.

        Data

        Investment performance shown to 28 February 2021 is for MTAA Super’s Diversified fixed interest investment option.

        To meet or exceed the return to a weighted average of Australian and international bond indices, hedged to Australian dollars before fees and tax.

        Deducted from investment returns before unit prices are determined and directly applied to your account. See Important information below.

        Risk band 3

        You may expect 1-2 negative annual returns in a 20-year period.

        Crediting rates with MTAA Super prior to 2017 have been converted to unit prices. Before 22 April 2017, MTAA Super used crediting rates to apply the returns for each investment option to members.

        Strategic Asset Allocation

        This is the target range for holdings in each asset class within an option. The asset allocation may be re-balanced within these ranges to help achieve the option’s investment return objective.

        Investment fees are calculated looking back at 30 June each year and are estimates only. The actual investment fees for the current financial year may vary with large investment acquisitions, divestments and/or changes in portfolio managers. Investment fees are disclosed gross of income tax. Any benefit of an income tax deduction relating to these fees will be applied to your account as part of the unit price for that option.

        Next steps

        Get Advice

        As a Spirit Super member, you have access to advice from our super experts.

        Grow your super

        By adding a little extra when you can, you’ll super-charge your savings over the long term.

        We’re in a limited services period until 30 April 2021. More information.