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Capital Stable

Overview

Capital Stable - This option aims to provide stability of capital over the medium term combined with the opportunity for limited capital growth.

Most suitable for

Members seeking long-term capital security, while earning a rate of return above that of bank bills or from a cash management trust.

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Risk profile

  • Low risk

Investment time horizon

  • Short to medium (3+ years)

Investment strategy
Benchmark
Range %
 
Fixed Interest
30
30-50
Cash/ Capital Guaranteed
30
10-40
Defensive Alternatives
5
0-5
Australian Shares
12
10-30
Direct Property
6
0-10
Overseas Shares
10
0-20
Growth Alternatives
7
0-5
 

Capital Guaranteed only
Shares

Fixed Interest & Cash
AAA Rating 10 Heron Partnership - 6 Star top rated fund 09/10 Chant West - 5 Apples 09/10 Super Ratings 2009/10 Super Ratings - Platinum savings 2009/10
Industry Super Funds

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CARE Super Pty Ltd (Trustee) ABN 91 006 670 060 AFSL 235226 CARE Super ABN (Fund) 98 172 275 725