Financial Sector (Collection of Data) (reporting standard) determination No. 21 of 2021
Table 1: Investment objectivesTable 1: Investment objectives
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Table 1: Investment objectives
Report the investment objectives detailed in the table below for each investment option as at the end of the reporting period. Where the investment objectives 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.
| Column | Field name | Unique identifier | Applicable to | Valid values | Description |
|---|---|---|---|---|---|
| 1 | Superannuation Product Identifier | Y | All filers | No more than 20 alpha-numeric characters (with no special characters) | Report the superannuation product identifier. The superannuation product identifier must correspond to a superannuation product identifier reported in SRF 605.0. |
| 2 | Investment Menu Identifier | Y | All filers | No more than 20 alpha-numeric characters (with no special characters) | Report the investment menu identifier. The investment menu identifier must correspond to an investment menu identifier reported in SRF 605.0. |
| 3 | Investment Option Identifier | Y | All filers | No more than 20 alpha-numeric characters (with no special characters) | Report the investment option identifier. The investment option identifier must correspond to an investment option identifier reported in SRF 605.0. |
| 4 | Return Objective Start Date | All filers | Date values | Report the start date of the return objective. | |
| 5 | Return Measurement Type | All filers | Gross Investment ReturnGross Investment Return Net Of FeesNet Investment ReturnNet Return | Report the return measurement. | |
| 6 | Return Objective Benchmark Text | All filers | Free text | Report the benchmark. | |
| 7 | Return Margin Percent | All filers | Percentage to 4 decimal places | Report the return margin as a percentage per annum. | |
| 8 | Investment Horizon Years Number | All filers |