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Key information

Invests in interest bearing bonds and some indexed bonds in Australia and overseas. Investments are made into government and corporate debt securities both above and below investment grade. Investments may also include lower risk alternative strategies, and cash.

Who this option is designed for

This option is designed for members who wish to select a relatively defensive asset allocation with more stability and security than more aggressive asset allocations. This option is expected to generate modest returns over time, with a small but not zero chance of a negative return in any 12-month period and is considered to be more aggressive than Cash.

Investment objective

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 rolling 5-year periods, adjusted for any applicable tax.

Minimum investment timeframe

The minimum suggested timeframe to invest is 5 years.

Standard risk measure

The risk level of this option is low to medium, with a likelihood of negative returns occurring 1.9 years in a 20-year period.

Benchmark asset allocation

Asset Class Permitted Range Benchmark Allocation
Alternative fixed interest 0-60% 0 %
Traditional fixed interest 40-100% 100 %
Cash 0-30% 0 %

Your questions answered

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