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Capital Guaranteed

 
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The Capital Guaranteed Investment Option is one of six PreMixed Investment Options available to AustralianSuper members.

Investment results for Capital Guaranteed

 
Investment result Financial Year To Date history Monthly rates history
 
 
Investment result Financial Year To Date history Monthly rates history
 
 
Investment result Financial Year To Date history Monthly rates history
 
 

Investment result

Period Credit rate
Daily rate (26.08.08) 0.02%
Financial Year To Date (01.07.08 - 26.08.08) 0.84%
6 months to 30.06.08 2.31%
1 year to 30.06.08 4.86%
3 year Avg to 30.06.08 5.05%
5 year Avg to 30.06.08 4.76%
10 year Avg to 30.06.08 4.73%
Since inception 01.07.97 4.79%

FYTD history

The chart below is a daily account of AustralianSuper's financial-year-to-date (FYTD) performance.

The FYTD history tracks the daily movement of an investment option's performance within the given financial year.

You can use the calendar below to review our FYTD performance history by selecting a date-range within the same financial year.

 

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Monthly rates history

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Assets

 
 

Investment description

The Capital Guaranteed Investment Option is designed for members whose primary focus is on the security of their assets and who are willing to accept relatively modest investment growth in order to achieve this.

Investment objective

The objective of the Capital Guaranteed Investment Option is to guarantee^ a member's capital. The aim of this investment option is to outperform retail cash management accounts by at least 0.5% per annum, after tax and fees.

^The Capital Guaranteed Investment Option invests through a life office capital guaranteed statutory fund under a policy issued by AXA Australia. The terms of this policy have the effect that the original capital amount invested cannot reduce due to poor investment returns.

Investment management

The Capital Guaranteed Investment Option has investments in fixed interests securities and cash.

Investment period

Short term

Investment risk

Low

Date of inception

01/07/1997

Investment management fee:
2007    0.45%

* Please note that the returns quoted are net of fees and tax. The 1 year, 3 year, 5 year and since inception figures, where they appear, are rolling returns as at 30 June 2008. These historical returns are the combined return information from previous ARF and STA investment options.

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 returns have been asset weighted across both options on a monthly basis, as per industry best practice. Where data isn’t available for one or both of the equivalent options, the monthly returns have been averaged. 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 strategic asset allocation and other information shown in this section is current as at 31 December 2007. The Trustee may alter the strategic asset allocation or the composition of individual asset classes from time to time to suit prevailing market circumstances.

Read about our Crediting Policy
Read the Investment Switching and ASX 200 acknowledgements and conditions.

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