To provide long-term growth through investment
in listed companies on Australian and international stock
exchanges that meet the Australian Ethical Charter.
Strategic asset allocation*
|Asset class||Strategic Range %||Actual Allocation %#|
|Australian & New Zealand Small Cap||60 - 80||74.1|
|International Shares||20 - 30||23.8|
|Cash||0 - 10||2.2|
*These are indicative asset allocation ranges for the Fund. If market movements,
investments into or withdrawals from the Fund, or changes in the nature of an
investment cause the Fund to move outside these indicative ranges, this will be addressed by us
as soon as reasonably practicable.
#Actual asset allocation as at 28 February 2021. This allocation is subject to change.