Defensive
April 22 2021
Strategic asset allocations
As at 11 January 2021
(asset allocation ranges are shown in brackets)
Australian shares |
3.0% |
(0-10%) |
International shares |
5.0% |
(0-10%) |
Property |
3.0% |
(0-10%) |
Infrastructure |
4.0% |
(0-10%) |
Multi-asset strategies |
7.0% |
(0-25%) |
Credit |
5.0% |
(0-10%) |
Defensive Fixed Income |
25.0% |
(0-40%) |
Cash |
48.0% |
(30-80%) |
Suitability: |
This option may be suitable if you are prepared to accept a measured amount of risk by investing in a small amount of growth assets. Your priority remains the preservation of capital. |
Objective* for Accumulation Plan, Beneficiary Account & Working Income Stream: |
To provide a return of 0.5% p.a. after fees and taxes above the rate of inflation over a 2 year period.
|
Objective* for Retirement Income Stream: |
To provide a return of 1.0% p.a. after fees above the rate of inflation over a 2 year period.
|
Minimum suggested
investment timeframe: |
2 years |
Risk band#: |
2 - LOW |
Estimated number
of negative
annual returns#: |
0.5 to less than 1 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.