Growth (default option)
February 23 2019
Strategic asset allocations
As at 25 January 2018
(asset allocation ranges are shown in brackets)
Australian shares |
16.0% |
(5-30%) |
International shares |
23.5% |
(10-40%) |
Private equity |
0.0% |
(0-10%) |
Property |
10.0% |
(5-15%) |
Infrastructure |
8.5% |
(0-15%) |
Alternative strategies |
8.0% |
(0-15%) |
Multi-asset strategies |
12.5% |
(0-25%) |
Credit |
10.0% |
(0-20%) |
Sovereign Bonds |
7.5% |
(0-20%) |
Cash |
4.0% |
(0-15%) |
Suitability: |
This option may be suitable if you are most interested in long term capital growth and can accept short term volatility of capital. |
Objective* Accumulation Plan, Beneficiary Account & Working Income Stream: |
To provide a return of 3.5% p.a. after fees and taxes above the rate of inflation over a 10 year period.
|
Objective* Retirement Income Stream: |
To provide a return of 4.0% p.a. after fees above the rate of inflation over a 10 year period.
|
Minimum suggested
investment timeframe: |
10 years |
Risk band#: |
5 - MEDIUM to HIGH |
Estimated number
of negative
annual returns#: |
3 to less than 4 over any 20 year period |
Investment Option Performance
Growth
(period 1 July to 30 June) |
Crediting rate % p.a. |
Accumulation Plan |
Beneficiary Account |
Income Streams |
2017/18 |
8.13 |
8.13 |
9.07 |
2016/17 |
9.65 |
9.65 |
11.08 |
2015/16 |
2.53 |
2.53 |
2.86 |
2014/15 |
8.24 |
8.24 |
9.29 |
2013/14 |
12.20 |
12.20 |
13.82 |
2012/13 |
14.13 |
14.13 |
16.44 |
2011/12 |
4.90 |
4.90 |
5.50 |
2010/11 |
9.57 |
9.57 |
11.13 |
3 years - compound average p.a. |
11.50 |
11.50 |
13.14 |
5 years - compound average p.a. |
9.76 |
9.76 |
11.17 |
Past performance is not a reliable indicator of future performance and should not be relied upon for making investment decisions.