Conservative
Objective
- to provide low levels of risk to savings by holding income producing assets and some growth assets to protect against inflation. All investments support the Australian Ethical Charter.
Overview
- invests in different types of assets to reduce the volatility of returns.
Suits
- members closer to or in retirement who need to protect their retirement savings and keep up with inflation or members who want a low volatility option.
Established
May 2010
Recommended minimum timeframe
- 1
- 2
- 3
- 4
- 5
- 6
- 7+
- Years
Asset Mix
25% Growth 75% Defensive
Investment risk
Investment risk illustration Low High
Unit Prices
-
27 January 2012$1.0561$1.0558$1.0555
Returns
| Total returns to 31 December 2011 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Conservative | 1.30% | 1.10% | 3.10% |
