Asset allocations

Account based pension diversified investment options

Approximate investment mixes in each asset class as at 3 July 2017.


Aggressive Growth
Balanced
Stable Capital Guarded
Australian shares 31.9% 27.0%‚Äč 16.7% 7.0% 7.0%
International shares 34.8% 26.6%
14.8% 6.3% 6.3%
Property 11.4% 9.2% 6.4% 3.3% 3.3%
Alternatives 15.7% 22.6% 31.5% 31.0% 31.0%
     Growth  12.4% 11.1% 8.9% 4.9% 4.9% 
     Defensive  3.3% 11.5% 22.6% 26.1% 26.1%
Bonds 0.0% 5.5% 18.6% 39.1% 39.1%
Cash 6.3% 9.1% 11.9% 13.2% 13.2%
Allowable ranges Aus shares
20–50%
Int shares
20–50%
Property
0–20%
Alternatives
0–50%
Cash
0–10%
Aus shares
10–40%
Int shares
10–40%
Property
0–30%
Alternatives
0–50%
Bonds
0–30%
Cash
0–10%
Aus shares
0–30%
Int shares
0–30%
Property
0–30%
Alternatives
0–70%
Bonds
0–60%
Cash
0–20%
Aus shares
0–20%
Int shares
0–20%
Property
0–20%
Alternatives
0–60%
Bonds
0–50%
Cash
0–30%
Aus shares
0–20%
Int shares
0–20%
Property
0–20%
Alternatives
0–60%
Bonds
0–50%
Cash
0–30%
Target ranges Aus Shares
27–40%
Int shares
26–38%
Property
4–15%
Alternatives
16–29%
Cash
0-10%
Aus shares
17–33%
Int shares
17–28%
Property
3–15%
Alternatives
16-46%
Bonds
0–25%
Cash
0-10%
Aus shares
9–20%
Int shares
5–21%
Property
0–14%
Alternatives
12–66%
Bonds
0–42%
Cash
0-10%
Aus shares
0–14%
Int shares
0–14%
Property
0–12%
Alternatives
8–52%
Bonds
27–46%
Cash
5–28%
Aus shares
0–15%
Int shares
0–15%
Property
0–10%
Alternatives
35–52%
Bonds
23–38%
Cash
5–16%

Pre retirement pension diversified investment options

Approximate investment mixes in each asset class as at 3 July 2017.


Aggressive Growth
Balanced
Stable
Australian shares 36.1% 29.8% 20.0% 8.8%
International shares 35.1% 31.5% 19.0% 8.3%
Property 11.8% 10.2% 7.5% 4.1%
Alternatives - total 13.5% 18.5% 28.8% 31.4%
    Growth 12.6% 12.0% 9.9% 5.9% 
    Defensive  0.9% 6.5% 18.9% 25.5% 
Bonds 0.0% 1.6% 14.9% 36.2%
Cash 3.5% 8.5% 9.9% 11.1%
 
Allowable ranges Aus shares
20–50%
Int shares
20–50%
Property
0–20%
Alternatives
0–50%
Cash
0–10%
Aus shares
10–40%
Int shares
10–40%
Property
0–30%
Alternatives
0–50%
Bonds
0–30%
Cash
0–10%
Aus shares
0–30%
Int shares
0–30%
Property
0–30%
Alternatives
0–70%
Bonds
0–60%
Cash
0–20%
Aus shares
0–20%
Int shares
0–20%
Property
0–20%
Alternatives
0–60%
Bonds
0–50%
Cash
0–30%
Target ranges Aus shares
27–46%
Int shares
27–38%
Property
4–16% 
Alternatives
11–26%
Cash
0-10%
Aus shares
17–37%
Int shares
17–37%
Property
3–15%
Alternatives
16-36%
Bonds
0–25%
Cash
0-10%
Aus shares
9-24%
Int shares
9-21%
Property
1-14%
Alternatives
12-60%
Bonds
0–42%
Cash
0-10%
Aus shares
3–14%
Int shares
0–14%
Property
0–12%
Alternatives
8–54%
Bonds
24–46%
Cash
2–28%