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To 31 May 2025

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Investment strategy update - Equip MySuper

Strategic asset allocation (SAA) versus actual asset allocation (AAA), as at 31 May 2025

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 ClassSAAAAAPermitted Range
Australian shares25%25.25%10-45%
Overseas shares30%30.19%5-45%
Property7%5.46%0-20%
Infrastructure9%11.42%0-20%
Alternatives5%4.88%0-20%
Alternative fixed interest7%4.64%0-20%
Traditional fixed interest12%11.54%0-30%
Cash5%6.62%0-15%
TOTAL100%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.

Contact us

Charlie Yanni

Executive Officer

Employer Relationships and Growth


Email | Phone

Bart Moye

Bart Moye

Associate

Corporate Growth


Email | Phone

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‡The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 (SuperRatings) a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL No. 421445. Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings use proprietary criteria to determine awards and ratings and may receive a fee for the use of its ratings and awards. Visit superratings.com.au for ratings information. © 2024 SuperRatings. All rights reserved.