My Income

FUND DETAILS     USI: NES0100AU     ABN: 72 229 227 691     ADDITIONAL INFORMATION

Description

This investment option is designed for pension members with a short to medium investment horizon who are seeking more consistent income levels with low levels of volatility.

It provides more exposure to income generating defensive assets.

Investment Objective

Targets a return of at least CPI + 1% per annum net of fees and tax (where applicable) over rolling 5-year periods.

Minimum Investment Timeframe

5 years

Risk Band

4

Risk Label

Medium

Estimated number of negative annual returns over any 20-year period

2 to less than 3

Long-term

Australian Equities
International Equities
Property
Alternatives
Australian Fixed Income
International Fixed Income
Cash

10%
0%
20%
0%
55%
5%
10%

Benchmark Range

0%-20%
0%-10%
0%-30%
0%-10%
25%-75%
0%-10%
0%-30%

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