Growth Plus

This option is designed for members who want only a growth orientated asset allocation and are prepared to accept increased risk of a negative return.

Key information

Investment objective

Achieve a net return of at least 4.5% p.a. above inflation (measured by CPI) over a rolling 10 year period. The investment objectives are not forecasts or predictions. They simply represent a benchmark against which the Trustee monitors performance.

Strategy

Invest primarily in Australian and overseas shares, while providing some exposure to property and alternative assets. These are growth investments, with the property allocation providing some diversification from shares.

Benchmark allocations

Actual asset allocation for each asset class may vary from time to time within the permitted ranges published in the table below.

Minimum investment timeframe

The minimum suggested time frame to invest in this product is long term (7 to 14 years). Members should hold the investment for a minimum of 7 years.

Standard risk measure

The risk level of this option is high, with a likelihood of negative returns occurring 5.3 years in a 20 year period.