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.
Maximise the prospect of positive returns each financial year.
Achieve returns that are above the average returns of other similar funds.
Risk / return profile
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 |
|
74% |
| Australian shares |
25-45% |
31% |
| International shares |
10-30% |
23% |
| Unlisted assets |
|
|
| - Infrastructure |
0-10% |
7% |
| - Private equity |
0-10% |
4% |
| - Alternatives |
0-10% |
3% |
| Property |
0-15% |
6% |
| Defensive assets |
|
26% |
| Unlisted assets |
|
|
| - Infrastructure |
0-5% |
2% |
| - Private Equity |
0-5% |
0% |
| - Alternatives |
0-10% |
7% |
| Property |
0-15% |
8% |
| Australian fixed interest |
0-20% |
3.5% |
| International fixed interest |
0-20% |
3.5% |
| Cash |
0-10% |
2% |
|
For past performance information about this option click here.
Click here for a summary to compare our pre-mixed options and find out which option best suits you.