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

Risk

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

 

Asset Allocation

This product is invested in the range of 70%-100% Growth Assets with the balance in Defensive Assets.

Strategic Asset Allocation
Asset %  Range %
Australian Equities 24 10-40
International Equities 36 20-50
Property 16 5-30
Diversified Strategies (Growth) 10 0-20
Diversified Strategies (Income) 12 0-25
Inflation Linked Securities 0 0-10
  Fixed interest 0 0-15
Cash 2 0-20

 

Performance

Rates of returns to 31 August 20192
Investment Option 1 mth 3 mths FYTD 1 year 3 years 5 years 10 years
  % % % % % p.a. % p.a. % p.a.
Growth -0.61 3.6 0.69 6.47 9.44 8.56 9.33

Returns greater than one year have been annualised.

Yearly rates of return net of investment fees to 30 June

Year Growth*
2018-19 8.08%
2017-18 10.09%
2016-17 12.30%
2015-16 3.78%
2014-15 10.02%
2013-14 14.90%
2012-13 16.45%
2011-12 1.99%
2010-11 11.44%
2009-10 12.21%
2008-09 -17.51%
2007-08 -11.17%
2006-07 19.47%

* Option introduced on 1 July 2004

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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 determined 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