Diversified fixed interest
The Diversified fixed interest option aims to deliver moderate returns over the medium term by investing 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
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.
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
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.
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
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.
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.
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