DIVERSIFIED BONDS

Performance objective
To outperform (after fees and taxes) the rate of CPI increases by 2% pa over the longer term and over at least two thirds of all rolling three year periods.
 
Probability of a negative return
One in 25 years of 4% p.a.
 
Investment Management Fee
0.30% per annum (or $3.00 per $1,000 invested)
 
External Investment Costs
0.09% of the underlying investment per annum (or $0.90 per $1,000 invested)
 
Sector composition
Includes allocations to a group of specialist managers and is diversified across credit quality, market and industry. It includes allocations to Australian and international fixed interest, floating rate bonds, subordinated notes, preference shares, convertible notes, inflation-linked bonds, high yield debt, credit and emerging market debt as well as other alternative debt such as hybrid securities.

 

 

Investment Management

 How we manage Diversified Bonds

  

For more information or assistance, please call our friendly Member Services team on (03) 9911 3222 (regional callers 1300 300 820) or email us.

 

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