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Fixed Interest

Fixed interest securities are issued by federal and state governments as well as by companies, they generally provide more stability than growth assets such as shares. 

Key information

Investment objective

This option aims to outperform its benchmark, a mix of the Bloomberg AusBond All Maturities Composite Bond Index (50%) and the Bloomberg Barclays Global Aggregate Index (50%), hedged to Australian dollars, over a rolling 5 year period.

Strategy

Invest in interest bearing bonds and some indexed bonds in Australia and overseas.

Benchmark asset allocation

100% fixed interest. This option aims to remain fully invested in fixed interest.  However, due to timing differences and the need to generate cash flow requirements for member transactions, it may from time to time hold some cash and cash equivalents.

Minimum investment timeframe

The minimum suggested time frame to invest in this product is long term (5 to 10 years). Members should hold the investment for a minimum of 5 years.

Standard risk measure

The risk level of this option is low to medium, with a likelihood of negative returns occurring in 1.8 years in a 20 year period.

These are the latest published investment returns for Fixed Interest.

Our Investment Approach

The way we manage your investments is important to understanding why we have consistently been a top-performing Australian super fund over many years.*

Our Investment Approach
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