Shares Only
January 26 2021
Strategic asset allocations
As at 11 January 2021
(asset allocation ranges are shown in brackets)
Australian shares |
40% |
(25-75%) |
International shares |
60% |
(25-75%) |
Suitability: |
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. |
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
Shares Only
(period 1 July to 30 June) |
Crediting rate % p.a. |
Accumulation Plan |
Beneficiary Account |
Retirement Income Stream |
2019/20 |
0.06 |
0.06 |
-0.02 |
2018/19 |
8.12 |
8.12 |
9.43 |
2017/18 |
13.16 |
13.16 |
14.72 |
2016/17 |
14.59 |
14.59 |
16.63 |
2015/16 |
-0.03 |
-0.03 |
0.10 |
2014/15 |
12.13 |
12.13 |
13.98 |
2013/14 |
17.35 |
17.35 |
19.67 |
2012/13 |
23.13 |
23.13 |
27.95 |
2011/12 |
1.24 |
1.24 |
0.95 |
2010/11 |
10.68 |
10.68 |
12.42 |
3 years - compound average p.a. |
11.92 |
11.92 |
13.55 |
5 years - compound average p.a. |
9.46 |
9.46 |
10.81 |
Past performance is not a reliable indicator of future performance and should not be relied upon for making investment decisions.