Suitability and risk
Suits members who want to invest in a specific asset class and are less comfortable with large fluctuations in the value of their investments.
5 years
Suggested minimum investment time frame
Medium to high
Summary risk level
Sector
Option type
$726.6 million
Option size1
As at 30 September 2024
Expected frequency of negative annual return
Three to less than four in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.14% | Pension: 0.14%
Objective and performance
To predominantly invest in securities (including but not limited to securities) issued or guaranteed by the Australian (Federal and State) governments and cash.
Objective
To achieve returns that match the relevant bond index (before fees and taxes) over the suggested time frame.2 As at 31 December 2024, the Australian Bond option has met its performance objective.
Performance
2% p.a.
As at 31 Dec 2024
Timeframe | Australian Bond return |
---|---|
1 month | 0.31 |
3 months | -0.46 |
Financial year to date | 2.08 |
1 year | 1.98 |
3 years | -1.06 |
5 years | -0.39 |
7 years | 1.20 |
10 years | 1.57 |
Periods less than a year are not annualised.
Australian Bond option performance ($)
2As at 11 Feb 2025
Objective
To achieve returns that match the relevant bond index (before fees and taxes) over the suggested time frame.2 As at 31 December 2024, the Australian Bond option has met its performance objective.
Performance
2% p.a.
As at 31 Dec 2024
Timeframe | Australian Bond return |
---|---|
1 month | 0.37 |
3 months | -0.54 |
Financial year to date | 2.46 |
1 year | 2.34 |
3 years | -1.26 |
5 years | -0.46 |
7 years | 1.42 |
10 years | 1.88 |
Periods less than a year are not annualised.
Australian Bond option performance ($)
2As at 11 Feb 2025