Defensive Pension

Minimum investment: 

Initial investment: $30,000

Previous name

Income Pension Strategy

Established

December 1998

Recommended minimum timeframe

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7+
  • Years

Asset Mix

0% Growth 100% Defensive

Investment risk

Investment risk illustration Low High

Asset Allocation

  • Cash
  • Interest-bearing investments
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Defensive Pension

Unit Prices

  • 27 January 2012
    $1.8147
    $1.8147
    $1.8147
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Returns

Total returns to 31 December 2011 3 months 1 year 3 years 5 years 10 years Since Inception
Defensive Pension 1.10% 4.60% 4.80% 4.60% 4.90% 4.90%
Benchmark: Australian 90 Day Bank Bill 1.20% 5.00% 4.40% 5.50% 5.50% 5.50%