Strategic asset allocation
Aim
To achieve returns of 4.5% p.a. above inflation over rolling 5-year periods. Negative returns expected 4 out of 20 years.
Investment risk
High
Suited to
Those seeking high returns and prepared to accept potentially significant fluctuations in returns over shorter time periods.
Estimated fees (2011/12)
0.18% administration
0.60% Investment management
Earning rates
| Year ending 30 June | Accumulation accounts % p.a. | Pension accounts % p.a. |
|---|---|---|
| 2011 | 12.77 | 13.94 |
| 2010 | 7.63 | 8.44 |
| 2009 | -16.66 | -19.36 |
| 2008 | -5.72 | -6.66 |
| 2007 | 17.51 | 19.25 |
| 5-yr avge % p.a. | 2.30 | 2.09 |
| 5-yr avge % p.a. over CPI | -1.19 | -0.89 |
Note: Past performance is not an indication of future performance.
Click here to view where your money is invested and who is managing it.
