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Account availability/ Commencement Income accounts only / 1 July 1991
Investment objective Pre-Retirement Income accounts:

  • Achieve returns net of fees and tax at least equal to CPI + 3.0% over rolling 10 year periods

Post-Retirement Income accounts:

  • Achieve returns net of fees and tax at least equal to CPI + 3.5% over rolling 10 year periods
Likelihood of a negative annual return Four to less than six in every 20 years (4.68)
Standard Risk Measure

Asset AllocationInvestment 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 exposure20%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%

 

 

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