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To provide a return at least 1.25% p.a. above inflation (after investment-related fees, costs and tax) over rolling 3-year periods.
Take a sneak peek at how this option has performed! Want to see more? Check out the full returns over time
Over the year ending 30 November 2024
Over the last 10
years
Risk Band¹
4
Expected return and risk profile
Medium
Estimated number of negative returns over any 20 year period
2 to less than 3
Suggested minimum timeframe
3 years
1 The Risk Band is based on regulated Standard Risk Measure guidelines.
Target - The asset allocation expected to achieve the investment objective over the investment period.
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.
Growth
Australian shares
12%
0–30%
International shares
16%
0-30%
Alternative-growth
7%
0-15%
Defensive
Alternative-defensive
15%
0-30%
Fixed interest
30%
0–60%
Cash
20%
0-60%
