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Equity Plus

Return objective

Over rolling five year periods, to have an earning rate greater than the change in CPI plus 4%. 
 

 Equity Plus pie chart

Risk objective

To limit the likelihood of a negative return, on average, to approximately one year in every four.
 

Strategy

Invests mostly in shares, both Australian and international. History shows returns from this option are likely to move up and down from year to year with short term risk of capital loss but, over the long term, should perform better than the Balanced and Cash Plus options. 
 

Mix of investments (asset allocation) 

Growth assets Strategic benchmark 100%
Australian shares 44%
International shares 34%
Property 7%
Unlisted equity 10%
Infrastructure 5%

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