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Balanced

Return objective

To earn an annual return that is 3% a year higher than the CPI over rolling five-year periods.
 

 Balanced pie chart

Risk objective

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

 

Strategy

Invests approximately 75% in growth assets like shares, property and infrastructure, with the remaining 25% in defensive assets like fixed interest and cash. 
 

Mix of investments (asset allocation)

Growth assets Strategic benchmark 75%
Australian shares                                29%
International shares 21%
Property 12%
Unlisted equity 5%
Infrastructure 8%

Defensive assets Strategic benchmark 25%
Cash/interest bearing securities           4%
Australian fixed interest 4%
International fixed interest 7%
Absolute return funds 10%

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