Comparison between return target and return
The Transition to Retirement Pension Mix Your plan Fixed Interest TTR is designed for people who seek fairly stable earnings from year to year rather than seeking long-term growth.
Performance
Performance: Transition to Retirement Pension Mix Your plan Fixed Interest TTR
Growth of $10,000 over time
Actual returns - financial year to date
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For more information visit investment returns or unit prices.
Growth of $10,000 over time
The graph shows the value of $10,000 invested since inception in the Transition to Retirement Pension Mix Your plan Fixed Interest TTR, when compared to the Transition to Retirement Pension Cash plan TTR.
The growth in plan balances are net of the investment fees and costs and inclusive of franking credits.
Comparison between return target and return
Medium risk
Estimated number of negative annual returns over any 20 year period is less than 3. See Risk explained tab above
Return objective
Return target to outperform the benchmark index* over rolling 3 year periods
Investment timeframe
Around 1 to 3 years
Fees
$155 per year in fees and other costs for a member with an account balance of $50,000 fully invested in Mix Your plan Fixed Interest
For more information on this plan, refer to the Retirement Income Pension Product Information Booklet.
^ Returns are reported after factoring in the investment fees and costs, administration fees and applicable taxes, and are based on transactional prices. The investment fees and costs include all investment costs, transaction costs and any other underlying costs relating to your investment. Longer term returns are not available for the Sustainable Balanced option as it commenced on 27 September 2023. The returns shown here are different from those shown on other pages as they are based on a member with an account balance of $50,000 and are reported net of administration fees.
* 50% Barclays Global Aggregate ex-CNY Index (hedged into Australian dollars) and 50% Bloomberg AusBond Composite 0+ Yr Index.
All Mix Your plan strategies may contain a small strategic allocation to Cash for liquidity purposes.
The inception date for Transition to Retirement Pension Mix Your plan Fixed Interest TTR is 15 June 2017.
Our schemes are Exempt Public Sector Superannuation Schemes and are regulated by the Treasurer of Western Australia and not the Commonwealth Government.
The performance of your investment option(s) is not guaranteed, and returns may move up or down depending on factors such as investment market conditions. Past performance should not be relied on as an indication of future performance.