Income-Focussed
The Income-Focussed option seeks to generate an appropriate income yield, along with a balance between stable returns and growth. It is intended to be suitable for members seeking to generate returns from a stable level of yield, whilst accepting some risk of capital fluctuation.
Dashboard
Return1
^^^^^^^
Return target2
^^^^^^^
Level of investment risk4
5 (medium - high)
Estimated number of negative annual returns over a 20 year period:
Statement of fees and other costs5
$0 per year
Details
Objective
To provide income yield of RBA Cash plus 2% per annum primarily, while aiming to achieve total return in excess of CPI+2% per annum.
Summary risk level
Minimum suggested time frame:
5 years
Estimated number of negative annual returns over a 20 year period: 3.7/20 years
Minimum suggested time frame: 5 years
Standard risk measure:* 5 (medium - high)
Investment Option Asset Allocation
Actual assest allocations
As at 26 April 2016
Standard risk measure:* 5 (medium - high)