Stable

Investment objective:
To outperform the median capital stable fundand CPI + 3% pa over the medium-term*.
Investment strategy:
A defensive option that invests across most asset classes, but mainly fixed interest and cash.
Strategic Asset Allocation:

Risk profile

Minimum investment timeframe:
Short to medium-term: If you choose this option, be prepared to stay invested in it for up to 3 years before it meets its objectives.
Expected frequency of negative annual return:
Approximately 1 to 2 years in every 10.
Risk classification:
Low to medium risk: Returns can fluctuate slightly from year to year.
Range of annual returns to date:

Since this option was offered in 2001, its annual investment returns have been within the range shown:

 
 
 

Performance for Stable

 
Daily Rate (02.09.10) FYTD (01.07.10 - 02.09.10) 6 Months 1 Year (%pa) 3 Year (%pa) 5 Year (%pa) 10 Year (%pa) Inception: 01.10.01 (%pa)
to 30.06.10 pa
AusSuper 0.1625% 3.0845% 1.06% 8.63% 2.54% 5.10% n/a 5.97%
Benchmark n/a n/a 0.98% 8.50% 1.48% 4.10% n/a n/a

* AustralianSuper returns are after fees and taxes and benchmark returns are adjusted for fees and taxes.

Returns quoted are net of fees and tax. In calculating historical return information we have combined return information from previous ARF and STA investment options. Where only one of the merging funds previously offered an equivalent option in the new product suite, the returns of that option have been used. Where both funds offered the equivalent option, the returns have been asset weighted across both options on a monthly basis, where possible. Investment returns are not guaranteed as all investments carry some risk. Past performance is not an indication of future performance.

The Strategic Asset Allocation (SAA) and other information shown in this section is current as at 1 November 2009. The Trustee may alter the strategic asset allocation or the composition of individual asset classes from time to time to suit prevailing market circumstances.

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