An investment option for members seeking a higher level of income investing for the medium term.
|Description||Invests across all asset classes with the emphasis on income-producing asset classes, including Australian and International Equities, Listed Real Assets, Alternative Assets, Islamic Cash and Islamic Fixed Income. It is expected to provide some capital growth over the medium term as well as protecting the value of your net investment. This option is intended to be suitable for investors seeking a higher level of income investing for the medium term.|
|Investment objective||To achieve an average net return (after investment fees and tax) equal or better than inflation plus 1.5% p.a. over rolling 3-year periods and limit the frequency of a negative return to 1 in 6 years.|
|Suggested minimum timeframe||Minimum 3 years|
|Target allocation 1||
52% Growth Assets
48% Defensive Assets
|Administrative fee (fixed fee) 2||$1.90 per week|
|Administration fee (percentage) 2||0.45% p.a.|
|Investment fees and costs (estimates only) 3||1.08% of assets p.a.|
|Transaction costs (estimates only)||0.02% of assets p.a.|
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For members seeking a higher level of income investing for the medium term.
For members seeking a lower cost option, balancing income and long-term capital growth.
For members seeking a higher level of exposure to passive investments.