Strategic Asset allocation effective 30 September 2022.
High Growth1 | Growth | Balanced | Conservative Balanced1 | Indexed Defensive | Secure2 | |
---|---|---|---|---|---|---|
Australian Shares | 37.30% | 30.40% | 22.00% | 17.00% | 16.00% | 10.00% |
International Shares | 49.50% | 39.50% | 35.30% | 24.40% | 24.00% | 0.00% |
Property | 3.50% | 7.50% | 7.60% | 8.00% | 0.00% | 0.00% |
Alternatives | 1.20% | 1.00% | 1.00% | 0.80% | 0.00% | 0.00% |
Infrastructure | 6.10% | 6.50% | 8.40% | 8.50% | 0.00% | 0.00% |
Fixed Income | 2.20% | 14.60% | 21.70% | 31.30% | 36.00% | 0.00% |
Cash | 0.20% | 0.50% | 4.00% | 10.00% | 24.00% | 90.00% |
Allowable ranges | Australian Shares | Australian Shares | Australian Shares | Australian Shares | Australian Shares | Australian Shares |
1 These investment options were renamed High Growth (previously Aggressive) and Conservative Balanced (previously Balanced) on 25 March 2021. The Conservative Balanced investment option forms part of the Lifecycle Investment Strategy only and is not otherwise available for investment.
2 Secure (previously Stable) was renamed on 24 March 2022.
Pre-mixed | .csv | |
---|---|---|
High Growth | High Growth 30 June 2023 (PDF) | High Growth Tables 1-2, 30 June 2023 (CSV) High Growth Tables 3-4, 30 June 2023 (CSV) |
Growth | Growth 30 June 2023 (PDF) | Growth Tables 1-2, 30 June 2023 (CSV) Growth Tables 3-4, 30 June 2023 (CSV) |
Balanced | Balanced 30 June 2023 (PDF) | Balanced Tables 1-2, 30 June 2023 (CSV) Balanced Tables 3-4, 30 June 2023 (CSV) |
Conservative Balanced3 | Conservative Balanced 30 June 2023 (PDF) | Conservative Balanced Tables 1-2, 30 June 2023 (CSV) Conservative Balanced Tables 3-4, 30 June 2023 (CSV) |
Indexed Defensive | Indexed Defensive 30 June 2023 (PDF) | Indexed Defensive Tables 1-2, 30 June 2023 (CSV) Indexed Defensive Tables 3-4, 30 June 2023 (CSV) |
Secure | Secure 30 June 2023 (PDF) | Secure Tables 1-2, 30 June 2023 (CSV) Secure Tables 3-4, 30 June 2023 (CSV) |
Single sector | .csv | |
---|---|---|
Australian Shares | Australian Shares 30 June 2023 (PDF) | |
International Shares | International Shares 30 June 2023 (PDF) | |
Property | Property 30 June 2023 (PDF) | |
Bonds | Bonds 30 June 2023 (PDF) | |
Cash | Cash 30 June 2023 (PDF) |
What is the .csv file for?
We’ve provided .csv files to make analysis or comparisons more efficient.
How often is this information updated?
We update this information twice a year, as at 30 June and 31 December. We are required to publish updated information within 90 days of those dates.
Why is the weight in some cases 0%?
If a line item shows a zero percentage, it’s because it has a value of less than 0.01% of the investment option.
How is value of the asset derived?
The asset value, converted to AUD, was derived by using the market valuations and Investment Manager valuations received at the time of calculating the option unit price for the reporting period.
How can I see which investments I’m invested in personally?
The information is arranged by investment option. Choose the option/s you're invested in and browse the information.
Did you know? You can view or change your investment options at any time. You can do this via your online account, completing a form or by giving us a call.
I'm invested in the Lifecycle Investment Strategy. Which options should I look at?
The Lifecycle Investment Strategy works by investing your retirement savings in a mix of the High Growth and Conservative Balanced investment options. Up until age 50, you'll be 100% invested in the High Growth option. From age 51 to 64, you'll gradually reduce your exposure to the High Growth investment option each year on your birthday and increase your exposure to the Conservative Balanced investment option. At age 65 you’ll be 100% invested in the Conservative Balanced investment option.
My question is not listed, how do I get help?
If you'd like more information about the information we've supplied, please contact us via email at help@mine.com.au so that we can provide a response.