To achieve solid investment returns over the long term. Compared with other options with a similar overall risk profile, RetirePlus is expected to provide some additional protection against key risks facing those in or approaching retirement, being market risk and inflation risk. Returns are expected be moderately volatile and risk of capital loss over short to medium periods is significant although lower than that of more equity oriented options.

Return Objective

CPI + 2.5% over rolling 10 years.

Standard Risk Measure

Estimated number of negative annual returns over any 20 year period, 2 to less than 3 years.

Risk Band and Label

Risk Band 4, Medium

Target Asset Allocation

50% Growth Assets
50% Defensive Assets

Strategic Asset Allocation

Date established

June 2012


For latest returns and market report, see the Performance section