Capital Guarded investment strategy
| Capital Guarded |
| Strategic asset allocation |
|
30% growth assets
70% income assets |
| Investment objective and target return* |
This strategy aims to achieve consistent returns with an emphasis on income assets.
Target return: 2.75% pa. above inflation over
3 year periods.* |
| Risk profile |
Low risk |
| Sector allocation |
|
| Investment time horizon |
Short to medium term (up to 3 years) |
| Most suitable for |
Members with an investment horizon of 3–5 years and seeking less volatile returns.
|
* This objective and target return 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.
Click here to find our more about Investment objectives and target returns
 Back to Choose your investment strategy
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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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