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Defensive

To provide members with a portfolio focused on preservation of capital through low risk income generating investments.

Minimum investment timeframe 1 year
Risk level Very low
Investors that the fund may suit Members wanting a low risk of capital loss and low volatility with a short investment timeframe.
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Strategic asset allocation*

Asset class Strategic Range % Actual Allocation %
Interest-bearing investments 90 - 100 0
Cash 0 - 10 100

* This information is current as at 30 June 2021 and is subject to change.

Performance & unit prices

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Pension application form

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Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past, present and emerging and thank them for protecting Country since time immemorial.