High Growth
August 09 2022
Strategic asset allocations
As at 19 October 2021
(asset allocation ranges are shown in brackets)
Australian shares |
29.5% |
(20 - 50%) |
International shares |
41.0% |
(20 - 55%) |
Private equity |
0.0% |
(0 - 10%) |
Property |
6.0% |
(0 - 30%) |
Infrastructure |
8.0% |
(0 - 30%) |
Alternative strategies |
5.5% |
(0 - 15%) |
Multi-asset strategies |
0.0% |
(0 - 20%) |
Credit |
4.0% |
(0 - 15%) |
Defensive Fixed Income |
2.5% |
(0 - 10%) |
Cash |
3.5% |
(0 - 10%) |
Suitability: |
Members with a minimum investment time frame of 12 years that are prepared to accept 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 4.0% 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 4.5% 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
Our annual returns page shows the annual and long-term average returns for this option listed by product.