Strategic asset allocation
Aim
To achieve returns of 3.5% p.a. above inflation over rolling 5-year periods.
Negative returns expected 2 out of 20 years.
Investment risk
Low to medium
Suited to
Those seeking moderate returns and prepared to accept potentially modest fluctuations in returns over shorter time periods.
Estimated fees (2011/12)
0.18% administration
0.46% investment management
Earning rates
| Year ending 30 June | Accumulation accounts % p.a. | Pension accounts % p.a. |
|---|---|---|
| 2011 | 9.68 | 10.89 |
| 2010 | 10.02 | 11.21 |
| 2009 | -9.03 | -10.33 |
| 2008 | -1.46 | -1.67 |
| 2007 | 11.90 | 13.18 |
| 5-yr avge % p.a. | 3.89 | 4.24 |
| 5-yr avge % p.a. over CPI | 0.96 | 1.31 |
Note: Past performance is not an indicator of future performance.
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