Balanced
August 05 2021
Strategic asset allocations
As at 11 January 2021
(asset allocation ranges are shown in brackets)
| Australian shares |
11.5% |
(5-25%) |
| International shares |
20.0% |
(5-30%) |
| Private equity |
0.0% |
(0-10%) |
| Property |
9.0% |
(0-20%) |
| Infrastructure |
11.5% |
(0-25%) |
| Alternative strategies |
4.5% |
(0-15%) |
| Multi-asset strategies |
5.0% |
(0-25%) |
| Credit |
12.5% |
(0-30%) |
| Defensive Fixed Income |
16.0% |
(5-40%) |
| Cash |
10.0% |
(0-25%) |
| Suitability: |
This option may be suitable if you want a growth component in your investments to help protect capital against inflation, some income to smooth returns but can accept short term volatility of capital. |
| Objective* Accumulation Plan, Beneficiary Account & Working Income Stream: |
To provide a return of 2.5% p.a. after fees and taxes above the rate of inflation over a 10 year period.
|
| Objective* Retirement Income Stream: |
To provide a return of 3.0% p.a. after fees above the rate of inflation over a 10 year period.
|
Minimum suggested
investment timeframe: |
10 years |
| Risk band#: |
4 - MEDIUM |
Estimated number
of negative
annual returns#: |
2 to less than 3 over any 20 year period |
Investment option performance
Our annual returns page shows the annual and long-term average returns for this option listed by product.