Transition to Retirement Cash

This option aims to achieve a return of CPI + 0.25% pa over 1 year (after fees and taxes).

The strategic asset allocation for this option is 0% growth assets (eg Australian and international shares) and 100% defensive assets (eg fixed income and cash).

No minimum investment timeframe.


Performance History

1 mth (%) 3 mth (%) FYTD* 1 yr % (pa) 3 yr % (pa) 5 yr % (pa) 7 yr % (pa) 10 yr % (pa)
*FYTD means Financial Year to Date starting 1 July.

Asset Allocation

Growth assets
Australian equities
International equities
Growth alternatives
Private equity
Total growth assets
Defensive assets
Fixed income
Defensive alternatives
Total defensive assets

If you had an account with $100,000 invested it would be invested as follows:

Unit Prices

Investment option Date $

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