Strategic asset allocation
Aim
To achieve returns of 2% p.a. above inflation over rolling 5-year periods. Negative returns expected less than 1 out of 20 years.
Investment risk
Low
Suited to
Those wanting their investment to stay ahead of inflation and are generally averse to fluctuations in returns over shorter periods.
Estimated fees (2011/12)
0.18% administration
0.28% investment management
Earning rates
| Year ending 30 June | Accumulation accounts % p.a. | Pension accounts % p.a. |
|---|---|---|
| 2011 | 6.27 | 7.45 |
| 2010 | 8.68 | 9.88 |
| 2009 | -0.59 | -0.64 |
| 2008 | 3.34 | 3.92 |
| 2007 | 6.59 | 7.50 |
| 5-yr Avge % p.a. | 4.81 | 5.56 |
| 5-yr Avge % p.a. over CPI | 1.88 | 2.63 |
Note: Past performance is not an indication of future performance.
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