Defensive Option

The Defensive Option is an investment option that invests in predominantly defensive assets. The Fund aims to provide your clients with stable returns over the long term.

Performance (As at 31/5/2024)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
1/7/2003 0.72% 0.72% 4.93% 1.98% 3.05% 4.91%
Past performance is not a reliable indicator of future performance. Performance is net of fees and charges. Performance for periods longer than 1 year are annualised. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.

Fund detail

Assets under management $447,147,462(As at 10/07/2024)
Fund inception 30th June 2003
Minimum Investment timeframe 3 years
Investment return objective To earn a return after costs and tax, exceeding CPI by 2.0% p.a., measured over rolling 5 year periods.
Investment strategy Typically exposed to a diversified mix of around 30% growth investments and around 70% defensive investments. May be exposed to derivatives.