Basic Growth
May 25 2022
Strategic asset allocations
As at 19 October 2021
(asset allocation ranges are shown in brackets)
Australian shares1 |
26.5% |
(10 50%) |
International shares1 |
33.0% |
(10 - 50%) |
Property |
5.0% |
(0 - 20%) |
Infrastructure |
6.0% |
(0 - 25%) |
Alternative strategies |
1.5% |
(0 - 15%) |
Multi-asset strategies |
0.0% |
(0 - 30%) |
Credit |
7.5% |
(0 - 25%) |
Defensive Fixed Income |
10.0% |
(0 - 20%) |
Cash |
10.5% |
(0 - 15%) |
Suitability: |
Members with a minimum investment time frame of 10 years that are prepared to accept a high amount of volatility in pursuit of high long term capital growth and are particularly cost sensitive. |
Objective* for Accumulation Plan Beneficiary Account & Working Income Stream: |
To provide a return of 3.25% p.a. after fees and taxes above the rate of inflation over a 10 year period.
|
Objective* for Retirement Income Stream: |
To provide a return of 3.75% p.a. after fees above the rate of inflation over a 10 year period.
|
Minimum suggested investment timeframe: |
10 years |
Risk band#: |
6 - HIGH |
Estimated number of negative annual returns#: |
4 to less than 6 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.