Growth / defensive asset mix
76% growth / 24% defensive
CPI plus 3.5% per annum on average over 20 years
The investment objective for pension members is slightly higher - refer to the Allocated Pension and WISP PDS for more information.
Level of investment risk*
Negative returns expected in between 4 to less than 6 out of every 20 years
Responsible investment option invested through diversified investment portfolio, including some growth assets and some lower risk investments. Seeks to exclude particular industries and invest in assets that contribute to sustainable outcomes.
This Option may suit members seeking a responsible investment option. This Option may suit members who have a five year plus investment time horizon.
Strategic asset allocation
* The Level of investment risk is based on an industry-wide Standard Risk Measure. It shows the number of expected negative annual returns over a 20-year period.