A strategic approach to growing your future
AUD Sub-Fund – A Balanced Portfolio Investment Strategy
Strategy
The AUD Sub-Fund adopts a somewhat defensive balanced portfolio strategy aimed at delivering a positive annual return of 1% above Australian CPI. It is invested predominantly in AUD-denominated fixed income, equity and cash assets, with strategic allocations for Global exposure to these asset classes. It is fully denominated in Australian dollars.
Investment Risks
Members in the AUD Sub-Fund accept the long-term risks associated with market movements. Returns credited to member accounts are directly influenced by fluctuations in the investment markets, and therefore, benefits will vary in line with market performance.
The AUD Sub-Fund – A balanced portfolio Investment Profile
The below is the new Strategic Asset Allocation (SAA) framework that is being implemented over coming months.
Asset Allocation as at 31 December 2024
The AUD Sub-Fund is invested in fixed income and cash, with deposits placed only with regulated commercial banking institutions.
