Fixed Interest option

Important information

From 1 February 2017, we are making some modest changes to our asset allocations. Visit www.telstrasuper.com.au/fundupdate for more information about the changes.  You may want to consider the changes if you’re thinking of changing investment options. 


Objective

To build an investment portfolio to achieve the stated return within the stated risk parameters over the specified timeframe. In the short-term, returns can be negative from time to time.

Who should invest?

Those who are seeking a lower risk option who wish to generate income returns. Generally provides lower risk and returns than shares.

Investment strategy

The Fixed Interest option invests primarily in Australian and International Fixed Interest Securities, including fixed, variable and floating interest rate securities issued by government bodies and companies, as well as asset and mortgage-backed securities and mortgages or loans secured by property assets. It may also have exposure to Cash, up to a maximum of 50%.

Return objective

Outperform CPI

Investment timeframe

2 - 4 years

Risk objective

A low to medium level of risk generating 1 to less than 2 negative annual returns over any 20 period.

Long-term investment mix

100% defensive assets

Fixed Interest option investment mix and asset ranges*

Fixed Interest pie chart

* The long-term investment mix is used as a strategic guide for investing. This split of financial assets can vary from time to time as investment in each asset class may vary within the allowable ranges.

Fixed Interest option returns


Accumulation returns

Telstra Super RetireAccess® returns

2015/2016 4.67%
5.31%
2014/2015 3.90% 4.52%
2013/2014 5.77% 6.65%
2012/2013   4.41%  5.10%
2011/2012 7.67% 8.98%
5 year returns 5.28% 6.10%

Past performance is not a reliable indicator of future performance. Further information.

The aim of this information is to provide members with investment objective and strategy details (including investment mix) that we consider members reasonably need to understand the fund's investments and reflect the manner in which objectives and strategies have been formulated by the Trustee pursuant to superannuation law and discretionary powers under the Trust Deed..