Document ID: chunk:federal_register_of_legislation:F2023L00573:reg:8
Version: federal_register_of_legislation:F2023L00573
Segment Type: reg
Provision Reference: reg 8
Character Range: 17327–18639

8       Investment Horizon Years Number                       All filers     Number to 2 decimal places.                                            Report the investment horizon in years.

Table 2: Investment return

Report the information in this table for each investment option that was available to members for some or all of the reporting period.  Where the investment option commenced or ceased during the reporting period, report for the period for which it was available.  Where values differ by superannuation product or investment menu, this should be indicated by use of the appropriate identifier in these fields, otherwise make use of "ALL" as described above.

Report columns 1 to 8 with respect to transactions that occurred during the reporting period. Report columns 9 and 10 as at the end of the reporting period.

Returns reported should be the effective rate earned for the reporting period and should not be converted to an annual or other rate.

Where the investment option type is Separately Managed Account or Managed Discretionary Account, report the investment objective of the model portfolio.

Column  Field name                                                 Unique identifier  Applicable to  Valid values                                                           Description