- Investment choice guide and investment switch forms
Strategic asset allocation
Aim
To achieve returns of 4% p.a. above inflation over rolling 5-year periods.
Negative returns expected 4 out of 20 years.
Investment risk
High
Suited to
Those seeking a socially responsible investment with reasonably high returns and prepared to accept potentially modest to significant fluctuations in returns over shorter periods.
Estimated fees (2011/12)
0.18% administration
1.00% investment management
Earning Rates
| Year ending 30 June | Accumulation accounts % p.a. | Pension accounts % p.a. |
|---|---|---|
| 2011 | 7.65 | 8.61 |
| 2010 | 8.03 | 9.23 |
| 2009 | -10.03 | -11.63 |
| 2008 | -9.95 | -10.15 |
| 2007 | 15.67 | 17.42 |
| 5-yr avge % p.a. | 1.74 | 2.04 |
| 5-yr avge % p.a. over CPI | -1.19 | -0.89 |
Note: Past performance is not an indication of future performance.
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