To provide members with a portfolio focused on preservation of capital through low risk income generating investments.
| Asset class | Range % |
|---|---|
| Interest-bearing investments | 90 – 100 |
| Cash | 0 – 10 |
* The asset allocation shown is a strategic asset allocation and the actual allocation may vary within the range due to market movements, investments into or withdrawals from the option, or changes in the nature of the investment. This information is current as at 1 July 2019 and is subject to change.
To provide members with returns only moderately above inflation over a medium time horizon with low to medium levels of investment risk.
| Asset class | Range % |
|---|---|
| Interest-bearing investments & Cash | 20 – 100 |
| Property | 0 – 15 |
| Australian and New Zealand Shares^ | 0 – 20 |
| International Shares | 0 – 20 |
| Alternatives | 0 – 15 |
* The asset allocation shown is a strategic asset allocation and the actual allocation may vary within the range due to market movements, investments into or withdrawals from the option, or changes in the nature of the investment. This information is current as at 1 July 2019 and is subject to change.
^ No more than 20% of the Super Fund’s exposure to Australian and New Zealand shares will come from securities listed on the New Zealand stock exchange.
To provide a diversified portfolio that has an appropriate balance between income and capital growth investments with medium to high levels of risk. It aims to achieve returns of 3.5% p.a. above inflation over the medium to longer terms.
| Asset class@ | Range % |
|---|---|
| Interest-bearing investments & Cash | 10 – 50 |
| Property | 0 – 20 |
| Australian and New Zealand Shares^ | 10 – 50 |
| International Shares | 5 – 40 |
| Alternatives | 0 – 20 |
@ The Balanced (accumulation) option is an authorised MySuper product.
* The asset allocation shown is a strategic asset allocation and the actual allocation may vary within the range due to market movements, investments into or withdrawals from the option, or changes in the nature of the investment. This information is current as at 1 July 2019 and is subject to change.
^ No more than 20% of the Super Fund’s exposure to Australian and New Zealand shares will come from securities listed on the New Zealand stock exchange.
To provide a diversified portfolio that has an appropriate balance between income and capital growth investments with medium to high levels of risk.
| Asset type | Range % |
|---|---|
| Alternatives | 0-20 |
| Interest-bearing investments and Cash | 30-60 |
| Property | 0-20 |
| Australian and New Zealand Shares^ | 10-35 |
| International Shares | 5-30 |
* The asset alloaction shown is a strategic asset allocation and the actual allocation may vary within the range due to market movements, investments into or withdrawls from the option, or changes in the nature of the investment. This information is current as at 1 July 2019 and is subject to change.
^ No more than 20% of the option's exposure to Australian and New Zealand shares will come from securities listed on the New Zealand stock exchange.
To provide long term growth accompanied by high levels of risk through holding mostly growth assets.
| Asset class | Range % |
|---|---|
| Interest bearing investments | 0 – 45 |
| Property | 0 – 20 |
| Australian and New Zealand Shares^ | 15 – 55 |
| International Shares | 10 – 50 |
| Alternatives | 0 – 20 |
* The asset allocation shown is a strategic asset allocation and the actual allocation may vary within the range due to market movements, investments into or withdrawals from the option, or changes in the nature of the investment. This information is current as at 1 July 2019 and is subject to change.
^ No more than 20% of the Super Fund’s exposure to Australian and New Zealand shares will come from securities listed on the New Zealand stock exchange.
To provide long term growth accompanied by high levels of risk through investment in listed companies on Australian and international stock exchanges.
| Asset class | Range % |
|---|---|
| Cash | 0 – 15 |
| Australian and New Zealand Shares^ | 55 – 85 |
| International Shares | 10 – 40 |
* The asset allocation shown is a strategic asset allocation and the actual allocation may vary within the range due to market movements, investments into or withdrawals from the option, or changes in the nature of the investment. This information is current as at 1 July 2019 and is subject to change.
^ No more than 20% of the Super Fund’s exposure to Australian and New Zealand shares will come from securities listed on the New Zealand stock exchange.
To provide long-term growth accompanied by high levels of risk through investment in overseas companies.
| Asset class | Range % |
|---|---|
| Cash | 0 – 15 |
| International Shares | 85 – 100 |
* The asset allocation shown is a strategic asset allocation and the actual allocation may vary within the range due to market movements, investments into or withdrawals from the option, or changes in the nature of the investment. This information is current as at 1 July 2019 and is subject to change.
To provide long-term growth accompanied by very high levels of risk through investment in Australian and New Zealand companies with a bias to Australian shares.
| Asset class | Range % |
|---|---|
| Cash | 0 – 20 |
| Australian and New Zealand Smaller Companies^ | 80 – 100 |
Performance and portfolio information
We may make changes to the investment option from time-to-time, including changes to the types of assets held. We will notify members of significant changes. You can also keep up-to-date with the option’s unit price, performance and portfolio holdings through our website. The information provided is current as of 1 July 2019.