The Indexed Diversified option is indexed* and targets to invest approximately 75% in growth assets and 25% in defensive assets.
*An indexed option is not actively managed; investments follow the relevant market index of the asset classes it invests in.
Investment objective (after fees and taxes over rolling 10-year periods) - to closely match the weighted return of the market indices for each asset class (net of tax and fees).
Most suitable for members who are willing to accept a high risk of a negative return in any one year.
Risk versus return
This option has significant emphasis on growth assets with the aim of achieving higher returns, together with some lower-risk defensive assets to reduce the short-term risks associated with growth assets. The value may vary significantly up or down over the short term. A negative annual return is anticipated on average 4-6 times every 20 years but negative returns may be more or less frequent.
Target asset allocation
|Indexed Diversified||Investment return to 30 June 2020|
|Option||3 years||5 years||10 years|
Refer to the investment performance page for the most recent investment performance figures.
Refer to the Investments Supplement for more information on investment options.