Objective

To achieve solid long term returns over the long term. Returns are likely to be moderately volatile and risk of capital loss over short to medium term periods is significant.

Return Objective

CPI + 3.25% over rolling 5 years.

Probability of negative return in any one year

4 in 20

Risk

Medium – Investment returns could experience low or high levels of variation from one year to the next.

Target Asset Allocation

55% Growth Assets
45% Defensive Assets

Strategic Asset Allocation

Australian shares 24% Overseas shares 18% Property 9% Private equity 2% Growth alternatives 6% Fixed interest 18% Cash 10% Infrastructure 5% Defensive alternatives 8%

Date established

June 2012

Performance

Note: Conservative Balanced is a new investment option and will commence at 22 June 2012. No performance history is currently available.

More information

For latest returns and market report, see the Performance section.