Moderately Aggressive
Objective
To achieve attractive long term investment returns, whilst tolerating a high level of volatility. More specifically, returns after tax and fees that exceed CPI increases by at least 4% pa over rolling 5 and 7 year periods will be sought.Risk/Return Profile
High risk and high returnsSuitability
Members who are looking for reasonably strong investment returns over the medium to long term and are willing to tolerate a relatively high variability in returns.Target Asset Allocation
80% Growth Assets20% Income Assets
Strategic Asset Allocation
|
Date established
May 2003Performance
|
Year ended 30 June
|
Return (p.a.)
|
|
2003
|
3.0%
|
|
2004
|
13.8%
|
|
2005
|
15.0%
|
|
2006
|
15.9%
|
|
2007
|
22.6%
|
|
2008
|
-9.4%
|
2009 |
-10.7% |
2010 |
10.8% |
2011 |
11.4% |


















