Overview
Objective
To provide members with a portfolio focused on preservation of capital through low risk income generating investments.
The Fund aims to track the return of the Bloomberg AusBond Bank Bill index before taking into account fees and taxes over 1 year period.
| 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. |
Asset allocation
Performance
| Defensive | 2.4% | 1.9% | 1.8% | 2.9% | 3.9% | 3.8% | 1.1% | 2.2% | 0.3% | 2.8% (31 Dec 1998) |
|---|
Case studies
We know it can be difficult to imagine the real world impact that your super has. Explore the case studies below to learn more about some of the companies we're invested in.