Capital Stable
October 10 2024
Strategic asset allocations
As at 23 July 2024
(asset allocation ranges are shown in brackets)
Australian shares |
6.0% |
(0–20%) |
International shares |
8.5% |
(0–20%) |
Private equity |
0.0% |
(0–5%) |
Property |
5.0% |
(0–15%) |
Infrastructure |
4.5% |
(0–20%) |
Alternative growth1 |
3.0% |
(0–15%) |
Credit |
11.0% |
(0–25%) |
Defensive fixed income |
17.0% |
(0–30%) |
Cash |
45.0% |
(15–55%) |
Target growth assets: 25%
Target defensive assets: 75%
Suitability: |
Members with a minimum investment time frame of 5 years that are prepared to accept low to moderate volatility in pursuit of medium term capital growth and protecting capital against inflation. |
Objective* for Accumulation Plan, Beneficiary Account & Working Income Stream: |
To provide a return of 1.0% p.a. after fees and taxes above the rate of inflation over a 5 year period.
|
Objective* for Retirement Income Stream: |
To provide a return of 1.5% p.a. after fees above the rate of inflation over a 5 year period.
|
Minimum suggested investment timeframe: |
5 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.