High Growth
January 28 2021
Strategic asset allocations
As at 11 January 2021
(asset allocation ranges are shown in brackets)
Australian shares |
29.5% |
(10-40%) |
International shares |
42.0% |
(20-55%) |
Private equity |
0.0% |
(0-10%) |
Property |
7.0% |
(0-30%) |
Infrastructure |
13.0% |
(0-30%) |
Alternative strategies |
4.5% |
(0-15%) |
Multi-asset strategies |
0.0% |
(0-20%) |
Credit |
4.0% |
(0-15%) |
Suitability: |
This option may be suitable if you are prepared to accept moderate to high volatility of capital in pursuit of high long-term capital growth. |
Objective* Accumulation Plan, Beneficiary Account & Working Income Stream: |
To provide a return of 4.25% p.a. after fees and taxes above the rate of inflation over a 12 year period.
|
Objective* Retirement Income Stream: |
To provide a return of 4.75% p.a. after fees above the rate of inflation over a 12 year period.
|
Minimum suggested
investment timeframe: |
12 years |
Risk band#: |
6 - HIGH |
Estimated number
of negative
annual returns#: |
4 to less than 6 over any 20 year period |
Investment Option Performance
High Growth
(period 1 July to 30 June) |
Crediting rate % p.a. |
Accumulation Plan |
Beneficiary Account |
Retirement Income Stream |
2019/20 |
-0.24 |
-0.24 |
-0.22 |
2018/19 |
7.12 |
7.12 |
8.27 |
2017/18 |
10.22 |
10.22 |
11.40 |
2016/17 |
11.62 |
11.62 |
13.31 |
2015/16 |
2.90 |
2.90 |
3.26 |
2014/15 |
9.53 |
9.53 |
10.67 |
2013/14 |
13.32 |
13.32 |
15.07 |
2012/13 |
16.13 |
16.13 |
18.52 |
2011/12 |
4.35 |
4.35 |
4.98 |
2010/11 |
11.18 |
11.18 |
12.91 |
3 years - compound average p.a. |
9.64 |
9.64 |
10.97 |
5 years - compound average p.a. |
8.23 |
8.23 |
9.33 |
Past performance is not a reliable indicator of future performance and should not be relied upon for making investment decisions.