Asset allocations

Account based pension diversified investment options

Approximate investment mixes in each asset class as at 30 September 2019. 


AggressiveGrowth
Balanced
StableCapital Guarded
Australian shares37.4%31.8%18.5%12.0%12.0%
International shares42.0%35.2%
19.0%12.1%12.1%
Property5.7%7.4%8.6%5.2%5.2%
Alternatives7.0%9.8%14.4%13.8%13.8%
Infrastructure5.5%5.7%4.3%3.7%3.7%
Bonds2.3%9.7%22.3%31.1%31.1%
Cash0.1%0.4%12.9%22.1%22.1%
  
Allowable ranges

Aus shares
20-55%
Int shares
25-60%
Alternatives
0-25%
Infrastructure
0-25%
Property
0-20%
Bonds
0-20%
Cash
0-20%

Aus shares
15-50%
Int shares
20-55%
Alternatives
0-25%
Infrastructure
0-25%
Property
0-25%
Bonds
0-30%
Cash
0-20%
Aus shares
0-35%
Int shares
0-35%
Alternatives
0-30%
Infrastructure
0-25%
Property
0-25%
Bonds
5-40%
Cash
0-35%
Aus shares
0-25%
Int shares
0-25%
Alternatives
0-25%
Infrastructure
0-25%
Property
0-25%
Bonds
10-55%
Cash
15-45%
Aus shares
0-25%
Int shares
0-25%
Alternatives
0-25%
Infrastructure
0-25%
Property
0-25%
Bonds
10-55%
Cash
15-45%
Target ranges

Aus shares

30-45%
Int shares
35-50%
Alternatives
0-15%
Infrastructure
0-15%
Property
0-10%
Bonds
0-10%
Cash
0-10%
Aus shares
25-40%
Int shares
30-45%
Alternatives
0-15%
Infrastructure
0-15%
Property
0-15%
Bonds
5-20%
Cash
0-10%
Aus shares
10-25%
Int shares
10-25%
Alternatives
5-20%
Infrastructure
0-15%
Property
0-15%
Bonds
15-30%
Cash
5-25%
Aus shares
5-15%
Int shares
5-15%
Alternatives
0-15%
Infrastructure
0-15%
Property
0-15%
Bonds
20-45%
Cash
25-35%
Aus shares
5-15%
Int shares
5-15%
Alternatives
0-15%
Infrastructure
0-15%
Property
0-15%
Bonds
20-45%
Cash
25-35%

 

Pre retirement pension diversified investment options

Approximate investment mixes in each asset class as at 30 September 2019.


AggressiveGrowth
Balanced
Stable
Australian shares37.5%31.2%19.7%10.4%
International shares44.6%34.6%20.0%10.8%
Property6.2%6.7%7.4%5.0%
Alternatives3.9%11.0%

15.4%

16.5%
Infrastructure6.3%6.3%3.7%2.2% 
Bonds1.4%10.0%19.3%37.0%
Cash0.1%0.2%14.5%18.1%
 
Allowable rangesAus shares
20-55%
Int shares
25-60%
Alternatives
0-25%
Infrastructure
0-25%
Property
0-20%
Bonds
0-20%
Cash
0-20%

Aus shares

15-50%
Int shares
20-55%
Alternatives
0-25%
Infrastructure
0-25%
Property
0-25%
Bonds
0-30%
Cash
0-20%

Aus shares

0-35%
Int shares
0-35%
Alternatives
0-30%
Infrastructure
0-25%
Property
0-25%
Bonds
5-40%
Cash
0-35%

Aus shares

0-25%
Int shares
0-25%
Alternatives
0-25%
Infrastructure
0-25%
Property
0-25%
Bonds
10-55%
Cash
15-45%
Target ranges

Aus shares

30-45%
Int shares
35-50%
Alternatives
0-15%
Infrastructure
0-15%
Property
0-10%
Bonds
0-10%
Cash
0-10%

Aus shares

25-40%
Int shares
30-45%
Alternatives
0-15%
Infrastructure
0-15%
Property
0-15%
Bonds
5-20%
Cash
0-10%

Aus shares

10-25%
Int shares
10-25%
Alternatives
5-20%
Infrastructure
0-15%
Property
0-15%
Bonds
15-30%
Cash
10-25%

Aus shares

5-15%
Int shares
5-15%
Alternatives
0-15%
Infrastructure
0-15%
Property
0-15%
Bonds
20-45%
Cash
25-35%