Transition to Retirement Conservative*

* This option was formerly named Capital Guarded.

This option aims to achieve a return of CPI + 1.75% pa over 5 years (after fees and taxes).

The strategic asset allocation for this option is 40% growth assets (eg Australian and international shares) and 60% defensive assets (eg fixed income and cash).

Minimum investment timeframe 5 years.

Performance

Performance History

1 mth (%) 3 mth (%) FYTD* 1 yr % (pa) 3 yr % (pa) 5 yr % (pa) 7 yr % (pa) 10 yr % (pa)
*FYTD means Financial Year to Date starting 1 July.

Asset Allocation

Growth assets
Australian equities
International equities
Infrastructure
Property
Growth alternatives
Private equity
Total growth assets
Defensive assets
Fixed income
Defensive alternatives
Cash
Total defensive assets

If you had an account with $100,000 invested it would be invested as follows:

Unit Prices

Investment option Date $

Need help? Click to talk to someone who can help you.