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Australian Fixed Interest investment strategy

Australian Fixed Interest
Asset allocation

100% Australian fixed interest securities.

Investment objective*

This strategy aims to achieve investment returns above inflation over the medium-term. The portfolio is designed to hold a diversified range of interest bearing securities, and its performance is benchmarked against the UBSW Composite Bond Index. Although fixed income securities typically deliver a steady stream of investment returns, over short time periods fixed income portfolios can deliver low or even negative investment returns

Risk profile

Medium risk – can deliver low or negative returns over short-term time horizons

Investment time horizon Moderate term (3-5 years)
Most suitable for Members with an investment timeframe of 3–5 years, or whose financial position allows a moderate level of risk.

 

* This objective does not constitute a forecast or guarantee of future performance of the investment strategy or the future rates of return of the investment strategy. Please note that negative returns can occur due to movements in market valuations.

Click here to find our more about Investment objectives and target returns 

 

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First State Super Investment Strategies

Pre-mixed

High Growth
Diversified
Balanced
Capital Guarded

Single asset class

Australian Equities
International Equities
Property
Australian Fixed Interest
International Fixed Interest
Cash




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