Stable

Stable invests predominantly in income assets (e.g. fixed interest) with a smaller percentage in growth assets (e.g. shares).

Benchmark asset allocation

Investment expectation

To provide relatively stable returns, with a low to medium level of risk. As a guide to members, Stable is expected to provide a long-term return after tax and investment expenses of 0.5% p.a. above the inflation rate, with the likelihood of a negative return approximately 1 year in every 4 and a small probability (approximately 1 year in 20) of any annual loss exceeding 4%.

 

Estimated fund charges

Estimated total fund charges (p.a. of net asset value).

Historical returns

Information for asset classes held by Stable