30% Growth
Your long-term investments will be spread across shares, fixed interest, property and cash. The asset allocation will focus on defensive assets with 70% of your money allocated to cash and fixed interest. Only 30% is allocated to shares. This aims to provide greater stability to your investment as there is little fluctuations in capital value.
You will not accept much downside risk. Minimum suggested timeframe is 3 years.
| 30% Growth Risk Profile | |
|---|---|
| *Projected return per annum | 5.05% |
| ^Extreme return range | -7.70% to 17.80% |
| +Normal return range | -1.30% to 11.40% |
| Probability of a negative return (over 1 year) | 11.65% |
| Minimum suggested investment timeframe | 3 years |
| Investment objective over investment timeframe | CPI + 0.50% |
* This is a projection and not a guarantee that you will achieve this return.
It assumes pension tax rates and includes franking credits. The returns are prior to any costs.
^ Approximately 99% of annual results are expected to fall in this range.
+ Approximately 66% of annual results are expected to fall in this range.