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Fixed Interest^

Investment Objectives

To achieve a return before tax and after fees that exceeds the 50% UBSA Composite Bond Index, 50% Lehman Global Aggregate Hedged Index over rolling 3 year periods.

Credit RatesPerformance
30 June 20115.83%
30 June 201011.64%
30 June 20095.10%
5 year average*7.48%
Strategic Asset Allocations
 
Suggested investment period

At least 3 years

Risk of negative return

1 in 32 years

^ This option commenced from 1 January 2009, therefore no prior period returns are available.

* "Average" is the compound average of the Annual returns for each investment option for the past 5 years. C.P.I. over the same 5 year period averaged 2.92% in eight capital cities. no information exists for the Property, Australian Shares and Fixed Options prior to the 30 June 2009 year as these options were introduced on 1 January 2009. Members are credited with the earnings from the underlying investments in each option net of taxes and investment expenses. Club Super maintains an administration reserve. Past performance is not necessarily an indication of future performance.