Effective asset allocations for pre-mixed investment options (super, transition to retirement and retirement income stream) as at 30 April 2020.

Actual asset allocations (super and transition to retirement)

Pre-mixed investment options

Asset class High Growth Growth Diversified Socially Responsible Balanced Growth Conservative Growth
Australian equities 25.5% 19.4% 21.6% 13.8% 5.3%
International equities 37.1% 28.1% 29.9% 19.2% 6.1%
Property^1 7.6% 7.7% 7.2% 6.4% 4.7%
Infrastructure & real assets^1 6.7% 7.3% 7.1% 6.2% 3.6%
Credit income^1 0.0% 5.5% 3.4% 11.2% 10.4%
Private equity^1 8.2% 7.6% 3.3% 6.4% 2.8%
Liquid alternatives^1 6.3% 3.6% 0.0% 3.8% 5.5%
Fixed income 1.0% 11.0% 9.9% 20.9% 20.6%
Cash 7.6% 9.8% 17.6% 12.1% 41.0%

 

Actual asset allocations (retirement income stream)

Pre-mixed investment options

Asset class High Growth Growth Diversified Socially Responsible Balanced Growth Conservative Growth
Australian equities 25.7% 19.5% 15.7% 13.8% 5.3%
International equities 37.1% 28.1% 19.6% 19.3% 6.0%
Property^1 7.5% 7.8% 7.4% 6.4% 4.7%
Infrastructure & real assets^1 6.6% 7.4% 7.2% 6.2% 3.6%
Credit income^1 0.0% 5.5% 3.4% 11.1% 10.4%
Private equity^1 8.1% 7.7% 3.4% 6.4% 2.8%
Liquid alternatives^1 6.2% 3.6% 0.0% 3.8% 5.5%
Fixed income 1.1% 11.0% 19.1% 20.9% 20.6%
Cash 7.7% 9.4% 24.2% 12.1% 41.1%

 

Single sector investment options

Actual asset allocations
Asset Class  Australian Equities Australian Equities Socially Responsible Investment (SRI) International Equities Property
Australian Fixed Interest
International Fixed Interest
Cash
Australian equities 100% 100% 0% 0% 0% 0% 0%
International equities 0% 0% 100% 0% 0% 0% 0%
Listed Property 0% 0% 0% 65.0% 0% 0% 0%
Unlisted Property 0% 0% 0% 35.0% 0% 0% 0%
Australian fixed income 0% 0% 0% 0% 100% 0% 0%
International fixed income 0% 0% 0% 0% 0% 100% 0%
Cash 0% 0% 0% 0% 0% 0% 100%
Total 100% 100% 100% 100% 100% 100% 100%

  1. Included in the Alternatives asset class.

Amounts may be adjusted for rounding purposes.

The actual asset allocations will vary and figures will be updated to reflect how each pre-mixed investment option is invested over time.

Please note, on 15 August 2016, the names of three of our pre-mixed options were updated as follows: from Diversified to Growth, from Balanced to Balanced Growth and from Capital Guarded to Conservative Growth.