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Objective

To achieve reasonably attractive long term investment returns, whilst accepting a reasonable level of investment risk. More specifically, returns after tax and fees that exceed CPI increases by at least 3.5% pa over rolling 5 and 7 year periods will be sought.

Risk/Return Profile

Medium to high risk and medium to high returns

Suitability

Members who are looking for reasonably attractive investment returns over the medium to long term and are willing to tolerate a reasonable level of variability in returns. This is the ‘default’ option for members who do not make an investment choice.

Target Asset Allocation

70% Growth Assets
30% Income Assets

Strategic Asset Allocation
Australia shares Australian shares 33%
Overseas shares Overseas shares 24%
Property (growth) Property (growth) 2%
Infrastructure Infrastructure 8%
Private Equity Private Equity 3%
Property (Income) Property (income) 10%
Fixed Interest Fixed Interest 15%
Cash Cash 5%
Absolute Return Absolute Return 0%

Date established

May 1997

Performance

Year ended 30 June
Return (p.a.)
2000
11.0%
2001
5.6%
2002
-2.9%
2003
1.4%
2004
11.8%
2005
14.3%
2006
15.3%
2007
21.0%
2008
-6.4%
2009
-9.9%
2010
8.6%
Please note: 2009-2010 returns are interim and subject to change.

More information

For latest returns and market report, see the Performance section  
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