Investing in diversified fixed interest assets might be the right option if you’re looking to manage your exposure to risk. The Diversified Fixed Interest – Indexed option invests in government bonds and other debt securities, such as loans to government, semi-government authorities or companies.
This option is designed to provide capital stability while minimising the fees you pay. It seeks to add modest value above an established market index through a low cost, enhanced passive approach over the long term.
* Investment costs are based on estimated and actual information from the previous financial year. The costs payable in future years may be higher or lower. Administration and other fees apply. For a full breakdown of fees and costs, see our fees and costs page or Section 6 of the Member Guide.
^ The Diversified Fixed Interest – Indexed investment option was introduced on 18 March 2022. Investment return over 10 years to 31 October 2023, net of investment fees and costs. Administration and other costs apply. Returns won’t display for options younger than 10 years. See the investment returns page for returns over all available periods.
Members with a two years–plus investment time frame who are seeking exposure to a portfolio of Australian and international government bonds and other investment-grade debt.
This option is designed for members with a primary focus on minimising fees. It uses an indexed-enhanced strategy based upon an established market index and then seeks to add modest value by exploiting market inefficiencies. It aims to provide capital stability and a return above cash over a market cycle.
Asset class | Benchmark | Range |
---|---|---|
Diversified fixed interest | 100% | 90-100% |
Cash | 0% | 0-10% |
Investment managers may invest a proportion of this option’s assets in cash for management purposes from time to time.
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