Cash Plus

Return objective

To earn an annual rate of return that is greater than the UBS Bank Bill Index.

Risk objective

Negative monthly returns are generally not expected.

Strategy

Invests in cash and short term interest bearing securities. Investments are more stable than in Balanced or Equity Plus, with a low risk of capital loss but also a low potential for higher investment returns over the long term.

Mix of investments (asset allocation)

Defensive assets	Strategic benchmark 100%
Cash/interest bearing securities	100%
Australian fixed interest	0%
International fixed interest	0%
Absolute return funds	0%

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