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Account availability/ Commencement Super and Income accounts / 1 July 2017
Investment objective Super accounts and Pre-Retirement Income accounts:

  • Achieve returns net of fees and tax at least equal to CPI + 3.5% over rolling 10 year periods

Post-Retirement Income accounts:

  • Achieve returns net of fees and tax at least equal to CPI + 4.0% over rolling 10 year periods
Likelihood of a negative annual return Four to less than six in every 20 years (5.03)
Standard Risk Measure

Asset AllocationInvestment Range
Australian Equities 32.0% 22 - 42%
International Equities 33.0% 23 - 43%
Alternative Growth 7.0% 2 - 12%
Property 12.5% 7 - 18%
Infrastructure 12.5% 7 - 18%
Cash 3.0% 0 - 11%
Currency exposure24%14 - 34%

12 months to 30 June
Super accounts Income Accounts – Pre-Retirement Income accounts – Post-Retirement
2021 18.95% 18.95% 21.57%
2020 -0.45% -0.45% -0.01%
2019 7.43% 7.43% 8.40%
2018 11.58% 11.58% 13.35%
2017 n.a. n.a. n.a.

 

Five year compound average to 30 June 2021
Super accounts Income accounts
n.a. n.a.

 

 

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