To provide a return at least 3.50% p.a. above inflation (after investment-related fees, costs and tax) over rolling 15-year periods.
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Over the year ending 30 September 2024
Over the last 10
years
Level of investment risk
Level 6
Expected return and risk profile
High
Estimated number of negative returns over any 20 year period
4 to less than 6
Suggested minimum timeframe
15 years
Target - The asset allocation expected to achieve the investment objective over the investment period.
Asset allocation
TargetGrowth
Australian shares
36%
International shares
47%
Alternative-growth
12%
Defensive
Alternative-defensive
0%
Australian fixed interest
0%
Int’l fixed interest
0%
Cash
5%