Investment objective: An average return of CPI + 4.0% over eight years or more.1

Risk

It is likely that a negative return might be expected to occur between three and four years in 20.

 

Asset Allocation

This product is invested in the range of 65%-85% Growth Assets with the balance in Defensive Assets.

 Growth Investment Chart Strategic Asset Allocation
  Australian Equities 22%
  International Equities 26%
  Property 14%
  Diversified Strategies (Growth) 10%
  Diversified Strategies (Income) 16%
  Inflation Linked Securities 6%
  Fixed Interest 4%
  Cash 2%

Performance

Rates of returns to 30 June 20192
Investment Option 1 mth 3 mths FYTD 1 year 3 years 5 years 10 years
  % % % % % p.a. % p.a. % p.a.
Growth 2.75 3.86 8.23 8.23 10.28 8.95 10.03

Returns greater than one year have been annualised. 

Yearly rates of return net of investment fees to 30 June 2016

Year Growth*
2017-18 10.01%
2016-17 12.17%
2015-16 4.01%
2014-15 10.08%
2013-14 14.30%
2012-13 15.91%
2011-12 1.92%
2010-11 11.21%
2009-10 12.77%
2008-09 -17.40%
2007-08 -11.56%
2006-07 20.71%
2005-06 20.0%

* Option introduced on 1 April 2005

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1 Investment objectives state what each option aims to achieve. They are designed to help members with their investment decisions. The objectives have been developed having regard for the long term performance and characteristics of financial markets and taking into account expert advice provided by specialist investment advisor, JANA. There is no guarantee, however, that the objectives will be met. This is because financial markets are volatile and future returns may vary from past returns. Indeed, for funds with exposure to growth assets there is a material likelihood that returns may be negative in any particular year.

2 Net of investment fees