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Capital Secure

Overview

Capital Secure* - This option is invested in 100% defensive assets.

Investment objectives

  •  To achieve returns after tax and fees at least in line with increases in the inflation rate (as measured by CPI) over the rolling five-year periods
  • Over shorter periods, to outperform the return of the Australian cash market (as measured by the UBSA Bank Bill Index)
  • To achieve positive returns after tax and fees in all financial years

*Formerly known as Cash

 

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Risk profile

  • Low risk

Investment time horizon

  • Very short (1 year or less)