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.
Provides a good prospect of positive returns each financial year.
Achieve returns that are above the average return of other similar funds.
Risk / return profile
Investment style
Asset mix
| |
Range |
Benchmark |
| Growth assets |
|
50% |
| Australian shares |
15-30% |
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% |
| - Private Equity |
0-5% |
0% |
| - Alternatives |
0-5% |
3% |
| Property |
0-15% |
8% |
| Australian fixed interest |
5-25% |
14% |
| International fixed interest |
5-25% |
14% |
| Cash |
5-20% |
10% |
This option was introduced on 1 October 2007 so no past performance data currently exists.
Click here for a summary to compare our pre-mixed options and find out which option best suits you.