May 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 | Less than four (3.46) in every 20 years |
| Standard Risk Measure |
| Asset Allocation | Investment Range | |
|---|---|---|
| Australian Equities | 21.0% | 11 - 31% |
| International Equities | 18.0% | 8 - 28% |
| Alternative Growth | 11.0% | 6 - 16% |
| Property | 12.0% | 7 - 17% |
| Infrastructure | 12.0% | 7 - 17% |
| Australian Fixed Interest | 6.0% | 0 - 14% |
| International Fixed Interest | 6.0% | 0 - 14% |
| Alternative Defensive | 9.0% | 1 - 17% |
| Cash/Enhanced Cash | 5.0% | 0 - 13% |
| Currency exposure | 17.5% | 5 - 25% |
| 12 months to 30 June | ||
| Pre-Retirement | Post-Retirement | |
| 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 2020 | |
| Pre-Retirement | Post-Retirement |
| 6.76% | 7.21% |
Find out the latest investment performance for all of the investment options
May 2021
Apr 2021
Potter Building – Ground Floor, Mater South Brisbane Campus
Annerley Road South Brisbane Queensland
1300 368 891
information@mercysuper.com.au
