Diversified fixed interest

The Diversified fixed interest option aims to deliver moderate returns over the medium term by investing in a diversified portfolio of Australian and global fixed interest instruments.

Effective date: 29 Feb 2024

Diversified fixed interest

This option may be suitable if you’re seeking moderate returns with some capital growth over the medium term (more than 5 years) by investing in a range of fixed interest investments. You want a lower level of risk and volatility than shares. The graph shows the value of an initial investment of $1,000 in this option over time.

    Data

    Investment performance shown to 31 March 2021 is for MTAA Super’s Diversified fixed interest investment option.

    The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.  

    Past performance isn’t a reliable indicator of future performance. 

    To meet or exceed the return to a weighted average of Australian and international fixed interest indices, hedged to Australian dollars before fees, costs and investment-related taxes. 

    Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.

    Risk band 3

    You may expect 1-2 negative annual returns in a 20-year period.

    Diversified fixed interest

    This option may be suitable if you’re seeking moderate returns with some capital growth over the medium term (more than 5 years) by investing in a range of fixed interest investments. You want a lower level of risk and volatility than shares. The graph shows the value of an initial investment of $1,000 in this option over time.

      Data

      Investment performance shown to 31 March 2021 is for MTAA Super’s Diversified fixed interest investment option.

      The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.  

      Past performance isn’t a reliable indicator of future performance. 

      To meet or exceed the return to a weighted average of Australian and international fixed interest indices, hedged to Australian dollars before fees, costs and investment-related taxes. 

      Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.

      Risk band 3

      You may expect 1-2 negative annual returns in a 20-year period.

      Diversified fixed interest

      This option may be suitable if you’re seeking moderate returns with some capital growth over the medium term (more than 5 years) by investing in a range of fixed interest investments. You want a lower level of risk and volatility than shares. The graph shows the value of an initial investment of $1,000 in this option over time.

        Data

        Investment performance shown to 31 March 2021 is for MTAA Super’s Diversified fixed interest investment option.

        The investment performance figure is normally updated every business day when unit prices are updated, and is net of fees, costs and investment-related taxes. See Important information below for more details.  

        Past performance isn’t a reliable indicator of future performance. 

        To meet or exceed the return to a weighted average of Australian and international fixed interest indices, hedged to Australian dollars before fees, costs and investment-related taxes. 

        Deducted from investment returns before they’re allocated to your account through the daily determination of unit prices. See Important information below.

        Risk band 3

        You may expect 1-2 negative annual returns in a 20-year period.

        Strategic asset allocation

        This is the target range for holdings in each asset class within an option. The asset allocation may be re-balanced within these ranges to help achieve the option’s investment return objective.

        Investment fees and costs and transaction costs 

        The investment and transaction fees and costs are estimates only. The actual fees and costs may vary from year to year. For more details, read our Fees and costs fact sheet (super members) or our Pension guide.

        Unit prices  

        Normally, unit prices will be determined for each business day and posted to our investment option pages. We may defer or delay the determination of unit prices whenever we consider this to be in the best financial interests of members. A business day is generally considered to be Monday through Friday and excludes weekends and national public holidays.

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