Balanced (default)
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Investment objectives and strategies

  • Achieve positive returns (after fees and tax) that exceed the returnof the Capital Stable optionover rolling three year periods.
  • Maximisethe prospect of positive returns each financial year.
  • Achieve returns that are above the average returns of other similar funds.

Risk / return profile

  • Medium to high.
  • Likelihood of a negative annual return in any one year: one in every four to five years.

Investment style

  • Aims to produce consistent returns.
  • Investments through diversified investment portfolio, including some growth assets and some lower risk investments.

Asset mix

Range

Benchmark

Growth assets
76%
Australian shares 25-45% 32%
International shares 10-30% 23%
Unlisted assets

- Infrastructure 0-10% 7%
- Private equity 0-10% 6%
- Alternatives 0-10% 2%
Property 0-15% 6%
Defensive assets
24%
Unlisted assets

- Infrastructure 0-5% 2%
- Alternatives 0-10% 5%
Property 0-15% 8%
Australian fixed interest 0-20% 3.5%
International fixed interest 0-20% 3.5%
Cash 0-10% 2%

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