Fixed Interest

Behind each tab below you will find information to help you understand this option, including asset allocation, investment risks, investment style, fees and return targets.

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Ten year returns chart

Suitability

Members who seek moderate returns for a moderate level of risk

Investment Objective

To outperform (before tax and investment expenses) the weighted average of major Australian and international bond indices and global floating rate credit (targeting outperformance above the Bloomberg AusBond Bank Bill Index) hedged to $A

Time horizon

5 or more years

Investment style

Invests in domestic and international fixed interest securities. Losses may occur over some periods

Risk level

Low-Medium. Likelihood of negative returns - less than 2 in 20 years

Target asset allocation

  • Fixed Income
  • Australian Fixed Interest
  • Overseas Fixed Interest

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Asset class Range Target asset allocation
Growth assets 0%
Defensive assets 100%
Fixed Income
Australian Fixed Interest 0.0-100.0 40.00 %
Overseas Fixed Interest 0.0-100.0 60.00 %
Total 100%

Ten year returns chart

Suitability

Members who seek moderate returns for a moderate level of risk

Investment Objective

To outperform (before tax and investment expenses) the weighted average of major Australian and international bond indices and global floating rate credit (targeting outperformance above the Bloomberg AusBond Bank Bill Index) hedged to $A

Time horizon

5 or more years

Investment style

Invests in domestic and international fixed interest securities. Losses may occur over some periods

Risk level

Low-Medium. Likelihood of negative returns - less than 2 in 20 years

Target asset allocation

  • Fixed Income
  • Australian Fixed Interest
  • Overseas Fixed Interest

Rotate for best view or swipe horizontally to see all columns

Asset class Range Target asset allocation
Growth assets 0%
Defensive assets 100%
Fixed Income
Australian Fixed Interest 0.0-100.0 40.00 %
Overseas Fixed Interest 0.0-100.0 60.00 %
Total 100%

Ten year returns chart

Suitability

Members who seek moderate returns for a moderate level of risk

Investment Objective

To outperform (before tax and investment expenses) the weighted average of major Australian and international bond indices and global floating rate credit (targeting outperformance above the Bloomberg AusBond Bank Bill Index) hedged to $A

Time horizon

5 or more years

Investment style

Invests in domestic and international fixed interest securities. Losses may occur over some periods

Risk level

Low-Medium. Likelihood of negative returns - less than 2 in 20 years

Target asset allocation

  • Fixed Income
  • Australian Fixed Interest
  • Overseas Fixed Interest

Rotate for best view or swipe horizontally to see all columns

Asset class Range Target asset allocation
Growth assets 0%
Defensive assets 100%
Fixed Income
Australian Fixed Interest 0.0-100.0 40.00 %
Overseas Fixed Interest 0.0-100.0 60.00 %
Total 100%

This website contains general information only and does not take account of your personal circumstances. You should obtain personal advice where appropriate. This content is current as at the date of publication and subject to change. Prime Super (ABN 60 562 335 823) is issued by Prime Super Pty Ltd (ABN 81 067 241 016, AFSL 219723). A Product Disclosure Statement is available from the issuer by calling 1800 675 839. Past performance is not a reliable indicator of future performance.