High Growth

Behind each tab below you will find information to help you understand this option, including asset allocation, investment risks, fees and return targets.

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Objective

To provide a return at least 4.00% p.a. above inflation (after investment-related fees, costs and tax) over rolling 15-year periods.

Investment fees & Transaction costs

0.78% p.a.

Minimum timeframe

15 years

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 over any 20-year period

Returns (as at 29/02/2024)

Timeframe Return
3 mths 8.93%
Financial yr to date 9.34%
1 yr (% pa.) 14.15%
3 yr (% pa.) 9.72%
5 yr (% pa.) 9.17%
7 yr (% pa.) 9.21%
10 yr (% pa.) 9.05%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
8.93%	9.34%	14.15%	9.72%	9.17%	9.21%	9.05%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Asset allocation Target Range
Growth
Australian shares 39% 0 - 70%
International shares 39% 0 - 70%
Listed property 7% 0 - 30%
Alternative-growth 15% 0 - 30%
Defensive
Alternative-defensive 0% 0 - 10%
Aust. fixed interest 0% 0 - 10%
Int’l fixed interest 0% 0 - 10%
Cash 0% 0 - 10%

Objective

To provide a return at least 3.75% p.a. above inflation (after investment-related fees, costs and tax) over rolling 15-year periods.

Investment fees & Transaction costs

0.27% p.a.

Minimum timeframe

15 years

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 over any 20-year period

Returns (as at 29/02/2024)

Timeframe Return
3 mths 9.57%
Financial yr to date 10.74%
1 yr (% pa.) 16.45%
3 yr (% pa.) 10.42%
5 yr (% pa.) 10.10%
7 yr (% pa.) 10.34%
10 yr (% pa.) 9.96%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
9.57%	10.74%	16.45%	10.42%	10.10%	10.34%	9.96%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target Range
Growth
Australian shares 42.5% 0 - 70%
International shares 42.5% 0 - 70%
Listed property 7.5% 0 - 30%
Alternative-growth 7.5% 0 - 30%
Defensive
Alternative-defensive 0% 0 - 10%
Aust. fixed interest 0% 0 - 10%
Int’l fixed interest 0% 0 - 10%
Cash 0% 0 - 10%

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