Ethical Diversified
November 08 2024
Strategic asset allocations
As at 23 July 2024
(asset allocation ranges are shown in brackets)
Australian shares |
26.0% |
(15–50%) |
International shares |
34.0% |
(15–50%) |
Property |
5.0% |
(0–20%) |
Infrastructure |
0.0% |
(0–20%) |
Alternative growth1 |
15.0% |
(0–40%) |
Credit |
0.0% |
(0–20%) |
Defensive fixed income |
15.0% |
(0–30%) |
Cash |
5.0% |
(0–20%) |
Target growth assets: 70%
Target defensive assets: 30%
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 seeking exposure to companies that demonstrate leading environmental, social and corporate governance, and ethical practices, while avoiding exposure to companies with material involvement in activities we consider to negatively impact the environment or society.** |
Objective* for Accumulation Plan Beneficiary Account & Working Income Stream: |
To provide a return of 3.0% 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 3.5% 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.