To provide investors with a high level of capital security and competitive returns over the long-term through diversified investments in fixed interest securities and cash.
To invest in a mix of high quality government securities, bank-backed securities, investment grade corporate securities and cash to achieve a high level of capital security over the long term.
|Minimum initial investment||$500|
|Minimum additional investment||$500 for a one-off additional payment|
|Additional investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Annual management fee||Net 1.5% p.a.|
|Suggested timeframe||No Minimum|
|Effective tax rate||25%|
The performance of your bond is measured on the after taxes and fees bonus crediting rate paid each calendar year. All figures expressed are an annual return for that year.
|Bonus crediting rating||1.00%||0.75%||0.50%||0.50%||0.25%|
For periods less than 1 year the return is expressed as a percentage for that corresponding period, otherwise it is % per annum. Past performance is not a reliable indicator of future performance.
|Min %||Max %|