The most recent returns and our positioning
The SAA is the long-term allocation within the Diversified investment options. The AAA may vary from the SAA within the permitted ranges depending on market movements, cash flows, and active investment decisions.
| Asset Class | SAA | AAA | Permitted Range |
|---|---|---|---|
| Australian shares | 25% | 24.54% | 10-45% |
| Overseas shares | 30% | 30.79% | 5-45% |
| Property | 7% | 5.59% | 0-20% |
| Infrastructure | 9% | 10.70% | 0-20% |
| Alternatives | 5% | 4.70% | 0-20% |
| Alternative fixed interest | 7% | 4.53% | 0-20% |
| Traditional fixed interest | 12% | 13.04% | 0-30% |
| Cash | 5% | 6.11% | 0-15% |
| TOTAL | 100% | 100.0% |
We provide the SAAs of all Diversified investment options here.
Your Equip team contact can provide you AAAs for all options should you need them. Totals may not add up due to rounding.
