Diversified Fixed Interest

Objective

To achieve positive real returns over the medium to long term with volatility of returns expected to be lower than that of equities options.

Return Objective

CPI + 2.0% over rolling 10 years.

Standard Risk Measure

Estimated number of negative annual returns over any 20 year period, 1 to less than 2.

Risk Band and Label

Risk Band 3, Low to Medium

Target Asset Allocation

100% Defensive Assets

Strategic Asset Allocation

 
Fixed interest  Fixed interest   100%

Date established

May 2003

Performance

For latest returns and market report, see the Performance section