The regular pension payment scheduled for 2 January 2025 was instead paid early on 24 December 2024. We apologise for any inconvenience or confusion this may have caused.
The next regular pension payment will be made on 16 January 2025.

Shares Only

January 09 2025

Strategic asset allocations

As at 23 July 2024
(asset allocation ranges are shown in brackets)

Australian shares 40.0% (25–75%)
International shares 60.0% (25–75%)
Private Equity 0.0% (0–10%)
Australian shares40.0%(25–75%)
International shares60.0%(25–75%)
Private Equity0.0%(0–10%)

 

Target growth assets: 100%

Target defensive assets: 0%


Suitability: 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: 12 years
Risk band#: 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.

 


* The investment objectives are not a promise or guarantee of any particular benefit. They represent a benchmark against which the Board monitors the performance of the investments of the Fund.

# The standard risk measure is based on industry guidance to allow members to compare investment options that are expected to deliver a similar number of negative annual returns over any 20 year period. The standard risk measure is not a complete assessment of all forms of investment risk, for instance it does not detail what the size of a negative return could be or the potential for a positive return to be less than a member may require to meet their objectives. Further, it does not take into account the impact of administration fees and tax on the likelihood of a negative return. Members should still ensure they are comfortable with the risks and potential losses associated with their chosen investment option(s).