April 22 2021
Strategic asset allocations
As at 11 January 2021
(asset allocation ranges are shown in brackets)
||This option may be suitable if you are prepared to accept the high volatility of investing in listed investments in the 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.
||6 - HIGH
|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.