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 37%
  • International shares 25%
  • Growth alternatives 15%
  • Defensive alternatives 12%
  • Direct property 8%
  • Fixed interest 2%
  • Cash 1%

 

Each asset allocation may vary by +/- 5%

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