Cash Plus
The Cash Plus option may suit members who have a short investment timeframe or want a low level of risk and fluctuations in returns.
The information below covers Super, Transition to Retirement (TTR) and Account Based Pensions (Pension Account).
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Dashboard
Investment return objective:
Annual rate of return (before tax) greater than the Bloomberg AusBond Bank Bill Index
Minimum suggested investment timeframe:
No minimum
Strategy:
Invests 100% in cash and short term interest-bearing securities. Investment returns are subject to less volatility than the Balanced (MySuper) and Equity Plus options, with low risk of capital loss but also a low potential for higher investment returns over the long term.
May suit:
Members who have a short investment timeframe or want a low level of risk and minimal fluctuations in returns
Expected frequency of negative annual returns over any 20 year period:
Less than ½ a year
Investment mix:
Defensive assets 100%
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Returns
Annual returns
Returns are net of tax, fees and investment expenses. Past performance is not an indication of future performance
Year to 30 June % 2018 1.51 2017 1.73 2016 1.81 2015 2.15 2014 2.14 2013 3.60 2012 3.86 2011 5.27 2010 6.39 2009 4.40 Annualised return to 30 June 2018 % 3 yr 1.68 5 yr 1.87 10 yr 3.27 -
Asset allocation
Strategic benchmark
Defensive assets Strategic benchmark Cash/Interest-bearing securities 100.0% Total 100.0%
-
Dashboard
Investment return objective:
Annual rate of return (before tax) greater than the Bloomberg AusBond Bank Bill Index
Minimum suggested investment timeframe:
No minimum
Strategy:
Invests 100% in cash and short term interest-bearing securities. Investment returns are subject to less volatility than the Balanced (MySuper) and Equity Plus options, with low risk of capital loss but also a low potential for higher investment returns over the long term.
May suit:
Members who have a short investment timeframe or want a low level of risk and minimal fluctuations in returns
Expected frequency of negative annual returns over any 20 year period:
Less than ½ a year
Investment mix:
Defensive assets 100%
-
Returns
Annual returns
Returns are net of tax, fees and investment expenses. Past performance is not an indication of future performance
Year to 30 June % 2018 1.51 2017 2.07 2016 2.17 2015 2.57 2014 2.62 2013 4.24 2012 4.43 2011 6.05 2010 7.61 2009 5.30 Annualised return to 30 June 2018 % 3 yr 1.92 5 yr 2.19 10 yr 3.84 -
Asset allocation
Strategic benchmark
Defensive assets Strategic benchmark Cash/Interest-bearing securities 100.0% Total 100.0%
-
Dashboard
Investment return objective:
Annual rate of return (before tax) greater than the Bloomberg AusBond Bank Bill Index
Minimum suggested investment timeframe:
No minimum
Strategy:
Invests 100% in cash and short term interest-bearing securities. Investment returns are subject to less volatility than the Balanced (MySuper) and Equity Plus options, with low risk of capital loss but also a low potential for higher investment returns over the long term.
May suit:
Members who have a short investment timeframe or want a low level of risk and minimal fluctuations in returns
Expected frequency of negative annual returns over any 20 year period:
Less than ½ a year
Investment mix:
Defensive assets 100%
-
Returns
Annual returns
Returns are net of tax, fees and investment expenses. Past performance is not an indication of future performance
Year to 30 June % 2018 1.77 2017 2.07 2016 2.17 2015 2.57 2014 2.62 2013 4.24 2012 4.43 2011 6.05 2010 7.61 2009 5.30 Annualised return to 30 June 2018 % 3 yr 2.00 5 yr 2.24 10 yr 3.87 -
Asset allocation
Strategic benchmark
Defensive assets Strategic benchmark Cash/Interest-bearing securities 100.0% Total 100.0%
Need help choosing the right investment option for you?
We offer a range of investment options to suit the needs of different people. To find out more about our investment options, call us on 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays.