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Advocacy

To provide long term growth accompanied by high levels of risk through
investment in listed companies on Australian and international stock exchanges.

 

Minimum investment timeframe 7 years
Risk level High
Investors that the fund may suit Members seeking capital growth through long term investments who have a higher tolerance for risk.

 

Strategic asset allocation*

Asset class Strategic Range % Actual Allocation %
Cash 0 - 15 3.1
Australian and New Zealand shares^ 55 - 85 72.4
International shares 10 - 40 24.5

* This information is current as at 1 July 2020 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.

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