AustralianSuper’s other DIY Mix Investment Options include
Australian Shares,
International Shares,
Australian Sustainable Shares,
International Sustainable Shares,
Property,
Australian Fixed Interest,
Diversified Fixed Interest and
Cash.
Investment results for International Fixed Interest
Investment result
| Period |
Credit rate |
| Daily rate (29.06.09) |
0.1297% |
| Financial Year To Date (01.07.08 - 29.06.09) |
-4.7172% |
| 6 months to 31.12.08 |
-5.03% |
| 1 year to 31.12.08 |
-3.92% |
| 3 year to 31.12.08 pa |
1.93% |
| 5 year to 31.12.08 pa |
4.28% |
| 10 year to 31.12.08 pa |
n/a |
| Since inception 01.03.02 pa |
6.20% |
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.
Click here to download a spreadsheet of the selected FYTD rates. This spreadsheet contains a daily rate column.
Monthly rates history
Please select a date range within the same financial year.
Strategic Asset Allocation (SAA) targets
Investment description
The majority of assets will include international fixed interest securities(e.g. inflation linked, Government and non-Government bonds, including in emerging markets).
Investment objective
To outperform, after fees and taxes, CPI + 1-2% over the medium term.
Investment management
To invest with a passive-style manager(s) to produce stable investment performance within a cost-effective structure.
Currency hedging is utilised, meaning the option is protected as fully as possible from foreign exchange movements.
Investment period
Medium term
Investment risk
Medium
Date of inception
1/03/2002
Investment management fee: |
|
2008
0.25%
|
* 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 30 June 2008. 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