Effective asset allocations for pre-mixed investment options (super, transition to retirement and retirement income stream) as at 30 June 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 25.4% 18.9% 21.3% 13.7% 5.3%
International equities 38.0% 29.0% 30.9% 19.9% 6.3%
Property^1 6.9% 7.0% 6.9% 8.0% 5.9%
Infrastructure & real assets^1 7.0% 7.0% 6.9% 7.0% 5.0%
Credit income^1 0.0% 5.5% 3.2% 10.0% 9.5%
Private equity^1 8.1% 7.4% 3.1% 6.0% 2.9%
Liquid alternatives^1 4.6% 2.8% 0.0% 3.0% 4.1%
Fixed income 2.9% 13.0% 12.8% 22.9% 21.8%
Cash 7.1% 9.4% 14.9% 9.5% 39.2%

 

Actual asset allocations (retirement income stream)

Pre-mixed investment options

Asset class High Growth Growth Diversified Socially Responsible Balanced Growth Conservative Growth
Australian equities 25.4% 19.4% 15.7% 13.8% 5.3%
International equities 38.1% 29.1% 20.6% 20.1% 6.4%
Property^1 6.9% 7.1% 8.0% 7.8% 5.9%
Infrastructure & real assets^1 7.0% 7.2% 7.1% 6.9% 5.0%
Credit income^1 0.0% 5.5% 3.2% 9.8% 9.5%
Private equity^1 8.1% 7.6% 3.1% 5.9% 2.9%
Liquid alternatives^1 4.6% 2.9% 0.0% 2.9% 4.0%
Fixed income 2.8% 12.9% 21.5% 22.9% 21.7%
Cash 7.1% 8.3% 20.8% 9.9% 39.3%

 

Single sector investment options

Actual asset allocations

Effective asset allocations for single sector investment options (super, transition to retirement and retirement income stream) as at 30 June 2020.

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.