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.
|Minimum investment timeframe||5 years|
|Risk level||Medium to high|
|Investors that the fund may suit||Members comfortable with a medium to high level of risk that have an investment timeframe of at least 5 years.|
Strategic asset allocation*
|Asset class@||Strategic Range %||Actual Allocation %|
|Interest-bearing investments & cash||10 - 50||29.9|
|Property||0 - 20||9.4|
|Australian and New Zealand shares^||10 - 50||32.8|
|International shares||5 - 40||26.5|
|Alternatives||0 - 20||1.4|
* 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.
@ The Balanced (accumulation) option is an authorised MySuper product.