The High Growth strategy generally invests a very high proportion of its funds in growth assets, such as Australian and international equities and property. This combination aims to earn high real investment growth above the CPI rate over a 10-year period. The emphasis is on growth, so bear in mind that there may be what financial professionals call 'short-term volatility' in this strategy. In other words, the value of the investment may fluctuate over the short-term.
High Growth
Objective
3.5% above CPI
Risk Profile
High
Time horizon
7 years
Asset Allocation
| Asset class | Current allocation | Allocation range |
|---|---|---|
| Growth | ||
| 33.98 % | 22%-42% | |
| 38.33 % | 28%-48% | |
| 5.10 % | 0%-10% | |
| 2.22 % | 0%-10% | |
| 8.41 % | 4%-14% | |
| 2.16 % | 0%-6% | |
| 1.76 % | 0%-5% | |
| Defensive | ||
| 4.17 % | 0%-10% | |
| 0.18 % | 0%-5% | |
| 2.13 % | 0%-10% | |
| 0.00 % | 0%-10% | |
| 1.56 % | 0%-10% | |
Asset allocations current at 30 June 2021.
Note that the combined investments in Illiquid Asset will not exceed 30%. Illiquid assets are defined as follows:
• Australian Direct Property
• Private Equity
• Private Credit
• Growth Alternative except Attunga Fun
• Infrastructure
• International Equities (Only Challenger Index Plus Fund)
