Fixed Interest
Available from 18 July 2011
Objective
To invest in fixed interest securities and related instruments, which aim to provide the potential for modest capital growth over the medium term. Capital gains can be expected to be achieved, but there is also the risk of capital loss.
Investment Strategy
Primarily invests (through discrete investment trusts) in a broad range of Australian and overseas fixed interest investments.
Risk Profile
The risk of capital loss in the Fixed Interest Fund is expected to be moderate in the longer term as the assets of the Fund are invested in a diversified range of fixed interest securities. Negative returns may occur.
Investor Profile
Designed to suit investors who wish to take moderate levels of risk with a modest potential for capital appreciation.
Fund Managers
| Defensive Assets | 100% | |
|---|---|---|
| Australian fixed interest | 70% | |
| International fixed interest * | 30% | |
* 100% hedged to the AUD
