Dec 2021
| Account availability/ Commencement | Income accounts only / 1 July 1991 |
| Investment objective | Pre-Retirement Income accounts:
Post-Retirement Income accounts:
|
| Likelihood of a negative annual return | Four to less than six in every 20 years (4.68) |
| Standard Risk Measure |
| Asset Allocation | Investment Range | |
|---|---|---|
| Australian Equities | 27.0% | 17 - 37% |
| International Equities | 28.0% | 18 - 38% |
| Alternative Growth | 3.0% | 1 - 8% |
| Property | 12.0% | 7 - 17% |
| Infrastructure | 12.0% | 7 - 17% |
| Australian Fixed Interest | 4.5% | 0 - 12% |
| International Fixed Interest | 4.5% | 0 - 12% |
| Alternative Defensive | 6.0% | 1 - 11% |
| Cash/Enhanced Cash | 3.0% | 0 - 12% |
| Currency exposure | 20% | 10 - 30% |
| 12 months to 30 June | ||
| Pre-Retirement | Post-Retirement | |
| 2021 | 14.20% | 16.11% |
| 2020 | 0.06% | 0.09% |
| 2019 | 6.82% | 7.67% |
| 2018 | 9.32% | 10.27% |
| 2017 | 14.05% | 14.05% |
| 2016 | 4.56% | 4.56% |
| Five year compound average to 30 June 2021 | |
| Pre-Retirement | Post-Retirement |
| 8.66% | 9.48% |
Find out the latest investment performance for all of the investment options
Dec 2021
Dec 2021
Dec 2021
Potter Building – Ground Floor, Mater South Brisbane Campus
Annerley Road South Brisbane Queensland
1300 368 891
information@mercysuper.com.au
