Asset allocations

Account based pension diversified investment options

Approximate investment mixes in each asset class as at 21 September 2017.


Aggressive Growth
Balanced
Stable Capital Guarded
Australian shares 32.1% 27.7%‚Äč 17.0% 7.4% 7.3%
International shares 33.2% 25.8%
14.8% 6.5% 6.5%
Property 11.8% 9.7% 6.7% 3.4% 3.4%
Alternatives 16.8% 23.7% 32.5% 32.1% 32.1%
     Growth 13.6% 12.1% 9.8% 5.7% 5.7%
     Defensive 3.2% 11.6% 22.7% 26.5% 26.4%
Bonds 1.4% 5.7% 19.4% 39.9% 40.2%
Cash 4.8% 7.5% 9.6% 10.6% 10.6%
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 21 September 2017.


Aggressive Growth
Balanced
Stable
Australian shares 36.3% 30.5% 20.1% 8.9%
International shares 34.2% 30.5% 18.2% 7.9%
Property 12.0% 10.7% 8.1% 4.3%
Alternatives - total 14.6% 19.4% 29.7% 32.4%
    Growth 13.8% 13.0% 10.8% 6.7% 
    Defensive 0.8% 6.4% 18.9% 25.7%
Bonds 0.2% 2.1% 16.0% 37.6%
Cash 2.8% 6.8% 7.9% 8.9%
 
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%