Capital Stable
Objective
To maintain the value of investors’ capital while achieving a higher rate of return over the medium term than could be achieved through investments in cash or short term money market securities. Capital gains can be achieved, but there is also the risk of capital loss. Accordingly, the value of investments in the Fund may fall as well as rise in line with the changing value of the assets of the Fund.
Investment Strategy
Primarily invests (through discrete investment trusts) in a portfolio of Australian fixed interest securities and Australian cash with a combined exposure of no more than 20% in listed Australian shares and property securities.
Risk Profile
The risk of capital loss in the Capital Stable Fund is expected to be moderate in the longer term as the assets of the Fund are predominantly invested in Australian fixed interest securities and Australian cash. Negative returns may occur.
Investor Profile
Designed to suit investors who seek some capital growth over the medium term (3-4 years) while at the same time maintaining a relatively high level of capital security.
Fund Managers
| Defensive Assets | 80% | |
|---|---|---|
| Cash | 40% | |
| Australian fixed interest | 40% | |
| Growth Assets | 20% | |
|---|---|---|
| Australian listed property trust | 5% | |
| Australian equities | 15% | |
