Growth Option
Objectives
- To achieve investment returns that exceed inflation* by at
least 3.5% per year over most rolling five-year periods. - To provide members with good prospects for long-term
growth in their superannuation
General investment mix
Mostly invests in ‘growth’ assets like shares and listed property, with a small investment in cash and bonds.
Target investment allocations (Strategy)
- Australian shares 35% (25-45)
- International shares 27% (17-37)
- Growth alternatives 15% (5-25)
- Defensive alternatives 13% (3-23)
- Direct property 8% (0-18)
- Fixed interest (bonds) 0% (0-10)
- Cash 2% (balance)
Each asset allocation may vary within the ranges denoted by ( )
Risks
Likelihood of a negative return no more than 9 years in 35 years.
Designed for members who have more than 5 years to retirement, or are planning to retire over the next 5 years but who still plan to invest their money for many years beyond this time to provide for their retirement needs.
*As measured by the Consumer Price Index
This website is provided by Private Hospitals Superannuation Pty Ltd ABN 59 006 792 749, AFSL 247063, RSE L0001533, Trustee of Health Industry Plan (SPIN HIP0100AU, RSE R1056617), and is general information only. It does not take into account your objectives, financial situation or specific needs so you should look at your own financial position and requirements before making a decision. Please note that investments can go up and down. Past performance is not a reliable indicator of future performance. You should assess your own financial situation and needs, read the relevant Product Disclosure Statement and consult an adviser if required before making a decision about products on this website.