Strategic asset allocation
Aim
To achieve returns of 4% p.a. above inflation over rolling 5-year periods.
Negative returns expected 3 out of 20 years.
Investment risk
Medium to high
Suited to
Those looking for reasonably high returns and prepared to accept potentially modest to significant fluctuations in returns over shorter periods.
Estimated fees (2011/12)
0.18% administration
0.54% investment management
Earning rates
| Year ending 30 June | Accumulation accounts % p.a. | Pension accounts % p.a. |
|---|---|---|
| 2011 | 11.59 | 12.80 |
| 2010 | 9.43 | 10.43 |
| 2009 | -14.17 | -16.46 |
| 2008 | -5.04 | -5.84 |
| 2007 | 16.00 | 17.60 |
| 5-yr avge % p.a. | 2.92 | 2.88 |
| 5-yr avge % p.a. over CPI | -0.01 | -0.05 |
Note: Past performance is not an indication of future performance.
Click here to view where your money is invested and who is managing it.
