Diversified Fixed Interest


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


For latest returns and market report, see the Performance section