70% Growth
Your long-term investments will be spread over shares, property, fixed interest and cash. The asset allocation will focus on growth investments, with 70% of your money allocated to shares and property. This portfolio also includes some cash and fixed interest, which will provide reasonably stable income stream but also desires a steady growth in capital value. Be prepared for fluctuations to achieve reasonable capital growth over the medium term.
Sufficient capital is available to draw down to supplement income needs. Minimum suggested timeframe is 7 years.
| 70% Growth Risk Profile | |
|---|---|
| *Projected return per annum | 6.88% |
| ^Extreme return range | -19.60% to 33.30% |
| +Normal return range | -6.30% to 20.10% |
| Probability of a negative return (over 1 year) | 21.76% |
| Minimum suggested investment timeframe | 7 years |
| Investment objective over investment timeframe | CPI + 2.25% |
* 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.