Investment objectives and strategies
Achieve investment returns (after fees and tax) that closely track index performance within each asset class to which this investment option has exposure.
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.
- Investment through diversified investment portfolio, including some growth assets and some lower risk investments.
Asset mix
|
Range |
Benchmark |
| Growth assets |
|
75% |
| Australian shares |
25-55% |
42% |
| International shares |
10-40% |
33% |
| Defensive assets |
|
25% |
| Australian fixed interest |
0-20% |
10% |
| International fixed interest |
0-20% |
10% |
| Cash |
0-10% |
5% |
