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Updating...
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To make the most out of your investment choice, we monitor and adjust our asset allocations to take advantage of performance opportunities or to manage investment risk.
The table below shows the asset allocations ESSSuper will be targeting for the accumulation products investment options from 1 February 2012. Target asset allocations are updated monthly.
Target asset allocations for the accumulation products investment options
| Target asset allocations |
Cash |
Defensive |
Conservative |
Balanced |
Growth |
High Growth |
Shares Only |
| Australian Equities |
- |
3.00% |
6.00% |
10.00% |
19.00% |
19.00% |
39.50% |
| International Equities |
- |
4.00% |
9.00% |
14.00% |
24.00% |
26.00% |
55.50% |
| Property |
- |
3.00% |
7.50% |
9.50% |
7.50% |
15.00% |
- |
| Private Equity |
- |
- |
- |
2.00% |
2.50% |
3.00% |
5.00% |
| Infrastructure |
- |
3.00% |
5.00% |
5.00% |
7.50% |
12.00% |
- |
| Hedge Funds |
- |
- |
3.00% |
7.00% |
7.50% |
7.50% |
- |
| Credit |
- |
- |
1.50% |
5.50% |
5.50% |
7.50% |
- |
| Structured Beta |
- |
2.00% |
3.00% |
7.00% |
6.50% |
5.00% |
|
| Alternatives Growth |
- |
5.00% |
12.50% |
26.50% |
29.50% |
35.00% |
5.00% |
| TOTAL GROWTH |
- |
15.00% |
35.00% |
60.00% |
80.00% |
95.00% |
100.00% |
| Diversified Fixed Interest |
- |
15.00% |
22.00% |
20.00% |
10.00% |
- |
- |
| Cash |
100.00% |
70.00% |
40.00% |
6.75% |
2.25% |
- |
- |
| Short Term Securities |
- |
- |
- |
8.25% |
2.75% |
- |
- |
| Alternatives Defensive |
- |
- |
3.00% |
5.00% |
5.00% |
5.00% |
- |
| TOTAL DEFENSIVE |
100.00% |
85.00% |
65.00% |
40.00% |
20.00% |
5.00% |
- |
*Higher yield securities, corporate debt securities and similar financial instruments which may fluctuate in value.
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