November 29 2023
Strategic asset allocations
As at 1 July 2023
(asset allocation ranges are shown in brackets)
Target growth assets: 100%
Target defensive assets: 0%
||Members with a minimum investment time frame of 12 years that are prepared to accept a high amount of volatility in pursuit of high long term capital growth.
|Objective* for 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* for 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:
||7 - VERY HIGH
|Estimated number of negative annual returns#:
||6 or greater 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.