To provide members with returns only moderately above inflation over
a medium time horizon with low to medium levels of investment risk.
|Minimum investment timeframe||3 years|
|Risk level||Low to medium|
|Investors that the fund may suit||Members closer to, or in retirement, who need to protect their retirement savings and keep up with inflation or members who want a low volatility option.|
Strategic asset allocation*
|Asset type||Strategic Range %||Actual Allocation %|
|Interest-bearing investments||90 - 100||74.2|
|Property||0 - 15||5.1|
|Australian and New Zealand shares^||0 - 20||9.6|
|International shares||0 - 20||9.9|
|Alternatives||0 - 15||1.2|
* 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.