Jul 2019
| Account availability/ Commencement | Super and Income accounts / 1 July 2017 |
| Investment objective | Super accounts and Pre-Retirement Income accounts:
Post-Retirement Income accounts:
|
| Likelihood of a negative annual return | Less than four (3.74) in every 20 years |
| Standard Risk Measure |
| Asset Allocation | Investment Range | |
|---|---|---|
| Australian Equities | 32.0% | 22 - 42% |
| International Equities | 28.0% | 18 - 38% |
| Alternative Growth | 10.0% | 5 - 15% |
| Property | 12.5% | 7 - 18% |
| Infrastructure | 12.5% | 7 - 18% |
| Cash | 5.0% | 0 - 13% |
| Currency exposure | 24% | 14 - 34% |
| 12 months to 30 June | |||
| Super accounts | Income Accounts – Pre-Retirement | Income accounts – Post-Retirement | |
| 2019 | 8.57% | 8.57% | 8.41% |
| 2018 | 11.58% | 11.58% | 13.35% |
| 2017 | n.a. | n.a. | n.a. |
| 2016 | n.a. | n.a. | n.a. |
| 2015 | n.a. | n.a. | n.a. |
| Five year compound average to 30 June 2019 | |
| Super accounts | Income accounts |
| n.a. | n.a. |
Find out the latest investment performance for all of the investment options
Jul 2019
Jun 2019
May 2019
Potter Building – Ground Floor, Mater South Brisbane Campus
Annerley Road South Brisbane Queensland
1300 368 891
information@mercysuper.com.au