CareSuper - Fixed Interest

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Fixed Interest

Overview

Fixed Interest - This option aims is invested in 100% defensive assets.

Investment objectives

To achieve returns after tax and fees that exceed increases in the inflation rate (as measured by the CPI) by at least 2% p.a. over rolling five-year periods
Over shorter periods, to outperform the return of a mix of the Australian and overseas bond markets (as measured by a benchmark consisting of the UBSA Composite Bond Index, UBSA Government Inflation Index and Lehman Global Aggregate Index [hedged])
To achieve positive returns after tax and fees in at least 9 out of ten financial years

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Risk profile

Moderate risk

Investment time horizon

Short to medium (3+ years)

Heron Partnership - 6 Star top rated fund 09/10

Super Ratings - Platinum savings 2009/10

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