To produce a return equal to or above the official cash rate.

Return Objective

To achieve positive returns in all monthly periods.

Standard Risk Measure

Estimated number of negative annual returns over any 20 year period, less than 0.5.

Risk Band and Label

Risk Band 1, Very Low

Target Asset Allocation

100% Defensive Assets

Strategic Asset Allocation

Cash Cash 100%

Date established

May 1997 (previously known as Cash Plus)


For latest returns and market report, see the Performance section