Conservative
What is it?
If you’re a more cautious investor, this could be your choice. This investment option is split evenly between assets which provide the prospect for capital growth and assets which display defensive characteristics.
Historical financial performance
| Investment return 31 December 2011 | |
|---|---|
| 1 month | -0.01% |
| 3 months | 1.74% |
| Financial year to date | -1.80% |
| 1 year | 0.19% pa |
| 3 years | 6.75% pa |
| 5 years | N/A |
| 7 years | N/A |
| 10 years | N/A |
The above table shows the net return after investment fees, tax and the asset-based fee.
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| Asset allocation | ||
|---|---|---|
| Benchmark | Range | |
| Australian Shares | 25% | 20-40% |
| International Shares | 16% | 10-30% |
| Private Equity | 1% | 0-6% |
| Property (Growth) | 2% | 0-6% |
| Infrastructure | 6% | 0-8% |
| Growth Alternatives | 0% | 0-10% |
| Total Growth Assets | 50% | 35-65% |
| Australian Fixed Interest | 13% | 10-30% |
| Global Fixed Interest | 10% | 6-18% |
| Property (Income) | 7% | 0-10% |
| Defensive Alternatives | 5% | 0-10% |
| Cash | 15% | 0-30% |
| Total Defensive Assets | 50% | 35-65% |
| Foreign Currency | 6% | 0-15% |
How it works
Investment performance objective
Target = CPI + 2%
To achieve a return of 2% above inflation per annum over rolling 3 year periods.
Investment time frame
Medium term, 3 years+. If you’re looking for capital growth over a medium term, consider this option.
Risk profile
Medium risk. Likelihood of a negative return in any year is approximately 1 in 6.
Date introduced
1 July 2007.
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