Allocated Pension
The Allocated Pension has been developed to enable you to manage your income stream in retirement by determining the frequency and amount of pension payments (subject to Government Regulations) that best suits your personal needs.
Fund Performance Period ended 30 April 2012
| Investment Options | 6 Months | 1 Year | 3 Years | 5 Years | 7 Years |
|---|---|---|---|---|---|
| Cash | 1.9% | 4% | 3.6% | 4.4% | 4.6% |
| Fixed Interest | 4% | - | - | - | - |
| Capital Stable | 3.3% | 4.5% | 6% | 3.8% | 5.1% |
| Moderate | 4.6% | - | - | - | - |
| Balanced | 5.2% | 2.1% | 9.7% | 1% | 5% |
| Growth | 5.8% | 0.5% | 10.3% | -1.2% | 4.4% |
Except for the six-month returns, all returns have been annualised. Investment returns have been calculated after deducting fees, expenses and tax payable from the Funds, and reflect the movement of unit prices over the period.
The following funds commenced in July 2011: Fixed Interest, Moderate, Growth Plus, Australian Equities and International Equities. Performance data will be published as it becomes available.
Performance Chart Period ended 30 April 2012
