Trustee Choice (default option)
Objective
To outperform the consumer price index (CPI) by 3.5% per annum over the medium to long term.
Risk level
Medium to high (see Risk measures)
Risk band
Five (see Risk measures)
Minimum suggested timeframe
Ten years
Investor suitability
It may be suitable for those prepared to take more risk in exchange for potentially higher returns on their investment over the medium to long term, and who are comfortable with moderate to high levels of volatility and periods of negative return.
Target asset allocation
|
Investment | Target | Range* | |
|---|---|---|---|
|
Corporate assets |
Australian and international shares, private equity and corporate credit |
62% | 30-75% |
|
Real assets |
Private and public property, infrastructure and other real assets |
15% | 5-25% |
|
Sovereign assets |
Government bonds and cash |
9% | 5-65% |
|
Alternative strategies |
Multi-asset strategies | 14% | 0-30% |
* Target exposures to private assets (private equity, private debt and real assets) are limited to around 25% of the fund, with a rebalancing range of ± 10% around that target.
Performance to 31 March 2013
| Quarter % | Financial year % | 1 year % | 3 years % (annualised) | 5 years % (annualised) |
|---|---|---|---|---|
| 3.3 | 10.0 | 9.9 | 5.3 | 2.6 |