Conservative Balanced
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Investment objectives and strategies

  • Achieve positive returns (after fees and tax) that exceed the return of the Capital Stable option over rolling three year periods.
  • Provide a good prospect of positive returns each financial year.
  • Achieve returns that are above the average returns of other similar funds.

Risk / return profile

  • Medium.
  • Likelihood of a negative annual return in any one year: one in every 5 to 6 years.

Investment style

  • Contains roughly equal proportions of growth and defensive assets

Asset mix

Range

Benchmark

Growth assets
50%
Australian shares 5-30% 21%
International shares 10-25% 17%
Unlisted assets

- Infrastructure 0-10% 4%
- Private equity 0-10% 2%
- Alternatives 0-10% 1%
Property 0-10% 5%
Defensive assets
50%
Unlisted assets

- Infrastructure 0-5% 1%
- Alternatives 0-5% 3%
Property 0-15% 8%
Australian fixed interest 5-25% 14%
International fixed interest 5-25% 14%
Cash 5-20% 10%

 

 

 
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