Investment Fund
The Investment Fund has been designed to allow you to develop your own financial strategy and investment portfolio in conjunction with your financial planner. As well as giving you access to your money regardless of your age, the Investment Fund enables you to diversify your investments outside of the super environment.
Fund Performance Period ended 30 April 2012
| Investment Options | 6 Months | 1 Year | 3 Years | 5 Years | 7 Years |
|---|---|---|---|---|---|
| Cash | 1.8% | 3.9% | 3.5% | 4.4% | 4.6% |
| Capital Stable | 3% | 4.1% | 5.7% | 3.5% | 4.8% |
| Balanced | 4.8% | 1.6% | 9.2% | 0.6% | 4.6% |
| Growth | 5.3% | -0.2% | 9.7% | -1.7% | 3.9% |
Except for the six-month returns, all returns have been annualised. Investment returns have been calculated after deducting fees and expenses, assume that all income distributions have been reinvested, and reflect the movement of unit prices over the period. The returns do not take into account any tax payable on income distributions.
The following funds commenced in July 2011: Fixed Interest, Moderate, Growth Plus, Australian Equities and International Equities. Performance data will be published as it becomes available.
Performance Chart Period ended 30 April 2012
