To achieve solid investment returns. Risk of capital loss over short to medium term periods is significant.

Return Objective

CPI + 3.0% over rolling 10 years.

Standard Risk Measure

Estimated number of negative annual returns over any 20 year period, 3 to less than 4 years.

Risk Band and Label

Risk Band 5, Medium to High

Target Asset Allocation

20% Growth Assets
80% Defensive Assets

Strategic Asset Allocation

Date established

May 2003


For latest returns and market report, see the Performance section