Strategic asset allocation
Aim
RBA official cash rate.
Negative returns expected 0 out of 20 years, however, returns may not keep up with inflation.
Investment risk
Very low
Suited to
Those seeking a return that matches the RBA cash rate and are concerned about protecting their capital, or those wanting to build their own investment strategy by combining with other single asset class options.
Estimated fees (2011/12)
0.18% administration
0.07% investment management
Earning rates
| Year ending 30 June | Accumulation accounts % p.a. | Pension accounts % p.a. |
|---|---|---|
| 2011 | 4.05 | 4.81 |
| 2010 | 2.93 | 3.52 |
| 2009 | 3.77 | 4.27 |
| 2008 | 4.87 | 5.70 |
| 2007 | 5.42 | 6.41 |
| 5-yr avge (% p.a.) | 4.20 | 4.94 |
| 5-yr avge % p.a. over CPI | 1.27 | 2.01 |
Note: Past performance is not an indication of future performance.
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