High Growth

Behind each tab below you will find information to help you understand this option, including asset allocation, investment risks, fees and return targets.

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Objective

To provide a return at least 4.00% p.a. above inflation (after investment-related fees, costs and tax) over rolling 15-year periods.

Investment fees & Transaction costs

0.78% p.a.

Minimum timeframe

15 years

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 over any 20-year period

Returns (as at 31/03/2024)

Timeframe Return
3 mths 7.67%
Financial yr to date 12.66%
1 yr (% pa.) 16.80%
3 yr (% pa.) 9.24%
5 yr (% pa.) 9.66%
7 yr (% pa.) 9.24%
10 yr (% pa.) 9.53%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
7.67%	12.66%	16.80%	9.24%	9.66%	9.24%	9.53%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Asset allocation Target Range
Growth
Australian shares 39% 0 - 70%
International shares 39% 0 - 70%
Listed property 7% 0 - 30%
Alternative-growth 15% 0 - 30%
Defensive
Alternative-defensive 0% 0 - 10%
Aust. fixed interest 0% 0 - 10%
Int’l fixed interest 0% 0 - 10%
Cash 0% 0 - 10%

Objective

To provide a return at least 3.75% p.a. above inflation (after investment-related fees, costs and tax) over rolling 15-year periods.

Investment fees & Transaction costs

0.27% p.a.

Minimum timeframe

15 years

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 over any 20-year period

Returns (as at 31/03/2024)

Timeframe Return
3 mths 7.97%
Financial yr to date 14.37%
1 yr (% pa.) 19.02%
3 yr (% pa.) 10.24%
5 yr (% pa.) 10.55%
7 yr (% pa.) 10.38%
10 yr (% pa.) 10.43%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
7.97%	14.37%	19.02%	10.24%	10.55%	10.38%	10.43%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target Range
Growth
Australian shares 42.5% 0 - 70%
International shares 42.5% 0 - 70%
Listed property 7.5% 0 - 30%
Alternative-growth 7.5% 0 - 30%
Defensive
Alternative-defensive 0% 0 - 10%
Aust. fixed interest 0% 0 - 10%
Int’l fixed interest 0% 0 - 10%
Cash 0% 0 - 10%

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