Fixed Interest
Investment objective
To outperform the returns of 50% of the UBSA Composite All Maturities Bond Index plus 50% of the Barclays Capital Global Aggregate Bond Hedged Index and an average annual return of CPI + 1-2% over the medium-term*.
Investment strategy
An option that invests with a combination of active and index-style managers in a range of fixed interest securities (such as inflation-linked, government, non-government bonds, high-yield loans, asset-backed and short-term securities), in Australia and overseas, including emerging markets.
Currency hedging is used, meaning the option is protected as fully as possible from foreign exchange movements.
Risk profile
Minimum investment timeframe
Short to medium-term. If you choose this option, be prepared to stay invested in it for up to 3 years before it meets its objectives.
Expected frequency of negative annual return
Approximately 3 years in every 20.
Risk classification
Low to medium risk. Returns can fluctuate slightly from year to year.
Strategic Asset Allocation
Performance for Diversified Fixed Interest
| AusSuper |
0.00% |
12.63% |
9.14% |
8.49% |
6.75% |
7.09% |
7.59% |
| Benchmark |
n/a |
n/a |
5.90% |
8.38% |
6.86% |
6.57% |
n/a |
Benchmark
*The returns quoted are net of fees and tax. The 1 year, 3 year, 5 year, 10 year and since inception figures, where they appear, are rolling returns as at 30 June 2011. These historical returns are the combined return information from previous ARF and STA investment options.
Please note that as the AustralianSuper Pension commenced on 1 January 2008, the historical return information provided prior to this date is an estimate only of the rates that would have applied if the AustralianSuper Pension had been available. These returns have been provided for information purposes only.
Where only one of the merging funds previously offered an equivalent to an option in the new product suite, the returns of that option have been used. Where both funds offered an equivalent option, the combined returns (asset weighted where possible) have been used. The same process has been used for calculating historical investment fees. Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns. The Trustee endeavours to provide accurate information at the time of publication, however, changes may be made if subsequently required.
The Strategic Asset Allocation (SAA) and other information shown in this section is current as at November 2010 (unless stated otherwise). The Trustee may alter the strategic asset allocation or the composition of individual asset classes from time to time to suit prevailing market circumstances.
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