Asset allocations

Account based pension diversified investment options

Approximate investment mixes in each asset class as at 31 October 2019. 


AggressiveGrowth
Balanced
StableCapital Guarded
Australian shares37.0%31.7%19.1%12.6%12.6%
International shares42.3%36.0%
19.6%12.7%12.7%
Property5.1%6.6%8.1%4.9%4.9%
Alternatives6.0%8.4%12.8%12.1%12.1%
Infrastructure7.3%7.6%6.0%5.1%5.1%
Bonds2.2%9.4%22.6%31.9%31.9%
Cash0.1%0.3%11.8%20.7%20.7%
  
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 31 October 2019.


AggressiveGrowth
Balanced
Stable
Australian shares36.7%31.0%21.1%10.9%
International shares44.5%35.1%20.7%11.3%
Property5.4%6.0%7.0%4.8%
Alternatives3.5%9.8%

13.7%

14.9%
Infrastructure8.4%8.4%5.0%3.0% 
Bonds1.4%9.6%19.3%38.1%
Cash0.1%0.1%13.2%17.0%
 
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%