|The information on this page is for StatewideSuper Industry Fund super members.|
This is a single asset class option with a low to moderate exposure to risk.
Strategic asset allocation
Fixed Interest 100%
- To outperform the weighted average return from the UBS Composite Bond Index (50%) and Barclays Capital Global Aggregate Index (hedged into Australian dollars) (50%), after tax and fees over rolling three year periods
- Limit the probability of generating a negative return to not more than four in 20 years
- To earn a rate of return after tax and fees that is in excess of the median diversified fixed interest option in an appropriate industry survey over rolling five year periods.
|5 years (compound average return)||7.26%|
*Inception date: March 2005, formally known as Bonds
Investment Management fee*
*Includes investment performance fee of nil
Low - moderate
Major risks faced:
- Interest rate
While we all want consistently positive super returns over the years, the reality is, super returns are like any investment in that they can go down as well as up. If you want to find out more about what type of investor you are, use our Risk Profile calculator to determine your appetite for risk, check out historical returns and read the pros and cons of switching.