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Asset allocation

Asset allocation is the mix of different asset classes (and assets within each class) in an investment portfolio.

Strategic Asset Allocation (SAA) refers to the strategy used to achieve a particular investment objective.

Actual asset allocation is a snapshot of the mix of assets at a particular point in time. This might vary from the SAA, but only within allowable ranges that are set as part of the overall investment strategy.

Following are the actual asset allocations for the two investment options we had in place 30 June 2017. Check back here in late October/early November to see the actual asset allocations as at 30 September 2017 for our new range of four investment options introduced on 1 July 2017. SAAs for these options can be found in investment strategies.

Market Return Portfolio as at 30 June 2017

actual figures

*The Private Market asset class is made up of Private Property and Private Market Assets.
Remember, the Trustee intends to scale down the private equity investments in the Market Return Portfolio over time.

 

Cash Portfolio as at 30 June 2017

actual figures