Investment objectives and strategies
Achieve high, long-term returns (after fees and tax) that exceed the return of the Balanced option over rolling five year periods and acknowledging the chance of significant fluctuations in returns.
Invest in long-term growth assets,accepting the prospect of negative returns is increased.
Achieve returns that are above the average return of other similar funds.
Risk / return profile
Investment style
Asset mix
| |
Range |
Benchmark |
| Growth assets |
|
85% |
| Australian shares |
30-50% |
38% |
| International shares |
20-40% |
34% |
| Unlisted assets |
|
|
| - Infrastructure |
0-10% |
3% |
| - Private equity |
0-15% |
6% |
| - Alternatives |
0-10% |
1% |
| Property |
0-15% |
3% |
| Defensive assets |
|
15% |
| Unlisted assets |
|
|
| - Infrastructure |
0-5% |
1% |
| - Private Equity |
0-5% |
0% |
| - Alternatives |
0-5% |
3% |
| Property |
0-10% |
5% |
| Australian fixed interest |
0-10% |
3% |
| International fixed interest |
0-10% |
3% |
| Cash |
0-10% |
0% |
|
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.