To outperform (after fees and taxes) the rate of increase in inflation as measured by the Consumer Price Index by 2% per annum over the longer term, and over at least two thirds of all rolling three-year periods.
Strategies
Invest in a diversified portfolio with a higher exposure to money market and fixed interest securities, and a lower exposure to property and share investments.
Probability of a negative return One in 25 years or 4% p.a.
Investment Management Fee
CORE OPTION 0.40% of assets per annum (or $4.00 per $1000 invested) SUSTAINABLE OPTION 0.27% of assets per annum (or $2.70 per $1000 invested)
