Balanced Growth Managed
July 27 2024
Strategic asset allocations
As at 23 July 2024
(asset allocation ranges are shown in brackets)
Australian shares2 |
26.0% |
(10–50%) |
International shares2 |
31.5% |
(10–50%) |
Private equity |
0.0% |
(0–10%) |
Property |
6.5% |
(0–20%) |
Infrastructure |
8.0% |
(0–25%) |
Alternative growth1 |
5.5% |
(0–20%) |
Credit |
8.5% |
(0–25%) |
Defensive fixed income |
6.0% |
(0–20%) |
Cash |
8.0% |
(0–15%) |
Target growth assets: 71%
Target defensive assets: 29%
Suitability: |
Members with a minimum investment timeframe of 10 years who 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 3.25% p.a. after fees and taxes above the rate of inflation over a 10-year period.
|
Objective* for Retirement Income Stream: |
To provide a return of 3.75% p.a. after fees and taxes above the rate of inflation over a 10-year period.
|
Minimum suggested investment timeframe: |
10 years |
Risk band#: |
6 – HIGH |
Estimated number of negative annual returns#: |
4 to less than 6 over any 20-year period |
Investment option performance
As this is a new investment option, information on long-term returns is not yet available.