Defensive
October 10 2024
Strategic asset allocations
As at 23 July 2024
(asset allocation ranges are shown in brackets)
Australian shares |
3.0% |
(0–15%) |
International shares |
4.0% |
(0–15%) |
Private Equity |
0.0% |
(0–5%) |
Property |
3.0% |
(0–10%) |
Infrastructure |
2.5% |
(0–10%) |
Alternative growth1 |
2.0% |
(0–10%) |
Credit |
7.0% |
(0–15%) |
Defensive fixed income |
25.0% |
(0–40%) |
Cash |
53.5% |
(30–80%) |
Target growth assets: 14%
Target defensive assets: 86%
Suitability: |
Members with a minimum investment
time frame of 2 years that are prepared to
accept a low amount of volatility in pursuit
of preservation of capital. |
Objective* for Accumulation Plan, Beneficiary Account & Working Income Stream: |
To provide a return after fees and taxes equivalent to the rate of inflation over a 2 year period.
|
Objective* for Retirement Income Stream: |
To provide a return after fees equivalent to the rate of inflation over a 2 year period.
|
Minimum suggested investment timeframe: |
2 years |
Risk band#: |
3 - LOW to MEDIUM |
Estimated number of negative annual returns#: |
1 to less than 2 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.