To outperform (after fees and taxes) the rate of increase in inflation as measured by the Consumer Price Index by 4.5% per annum over the longer term, and over at least two thirds of all rolling five-year periods.
Strategies
Invest in a diversified portfolio with a high exposure to property and share investments.
Probability of a negative return One in 6 years or 17% p.a.
Investment Management Fee
CORE OPTION 0.60% of assets per annum (or $6.00 per $1000 invested) SUSTAINABLE OPTION 0.33% of assets per annum (or $3.30 per $1000 invested)
