Strategic asset allocation
Aim
To achieve returns of 2.5% p.a. above inflation over rolling 5-year periods. Negative returns expected 1 out of 20 years.
Investment risk
Low to medium
Suited to
Those seeking modest returns and who are fairly averse to fluctuations over the short term.
Estimated fees (2011/12)
0.18% administration
0.37% investment management
Earning rates
| Year ending 30 June | Accumulation accounts % p.a. | Pension accounts % p.a. |
|---|---|---|
| 2011 | 7.90 | 9.00 |
| 2010 | 8.53 | 9.64 |
| 2009 | -4.79 | -5.34 |
| 2008 | 1.22 | 1.46 |
| 2007 | 9.19 | 10.32 |
| 5-yr avge % p.a. | 4.27 | 4.83 |
| 5-yr avge % p.a. over CPI | 1.34 | 1.90 |
Note: Past performance is not an indication of future performance.
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