Bonds Index
A portfolio of global fixed income assets.
Option: Bonds Index
Summary
10-year returns as at 30 June 2025
1.92% p.a.
Returns over the last 10 years1
3+ years
Suggested timeframe
0.08% p.a.
Fees2 + admin fees and costs
Who it suits
Suitable if you're an investor who:
- wants a portfolio of global fixed income assets where currency exposure is hedged back to the Australian dollar
- wants a fixed income option that's lower cost than an actively managed option
- is prepared to accept that fixed income assets can have negative returns over the shorter term
Risk
You could expect this option to have a negative annual return 1 to less than 2 times in any 20 years. The risk is based on the standard risk measure (SRM)^.
Investment objective
Closely match the returns of the performance benchmark
Option size
Super assets:
$1.2 billion
Pension assets:
$889.3 million
^For more definitions
Bonds Index performance
As at 30 June 20251
The Bonds Index option invests in a mix of global and Australian government bonds and non-government securities. Over the June quarter of 2025, the option returned 1.76% and 5.13% over the year to 30 June 2025 for accumulation accounts. Australian bonds outperformed Global bond markets over the quarter.
| Accumulation accounts | Retirement Income accounts | |
|---|---|---|
| 10 years (p.a.) | 1.92% | 2.24% |
| 7 years (p.a.) | 1.25% | 1.46% |
| 5 years (p.a.) | -0.45% | -0.49% |
| 3 years (p.a.) | 2.61% | 2.99% |
| 1 year | 5.13% | 6.09% |
| 3 months | 1.76% | 2.08% |
Past performance isn't a guarantee of future performance. Returns shown are after investment fees and costs, transaction costs and investment taxes (where relevant) but before all other fees and costs.
Returns shown here for our Accumulation account are also the returns that apply for Transition to Retirement Income accounts. Tax doesn't generally apply to investment earnings on Retirement Income accounts.
Bonds Index asset allocation
| Strategic asset allocation | |
|---|---|
| Fixed income | 100% |
| Total | 100% |
From 1 July 2025. For more information on these asset classes, strategic asset allocations, and allowable ranges, read the PDS that applies to you.
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