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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 returns

Suitability

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 Assets
20% Income Assets

Strategic Asset Allocation


Australia shares Australian shares 39%
Overseas shares Overseas shares 30%
Property (growth) Property (growth) 2%
Infrastructure Infrastructure 5%
Private Equity Private Equity 4%
Property (Income) Property (income) 7%
Fixed Interest Fixed Interest 10%
Cash Cash 3%
Absolute Return Absolute Return 0%

Date established

May 2003

Performance

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%

More information

For latest returns and market report, see the Performance section