Aims to produce an investment return of at least 2% in excess of the average rate of inflation (measured by the Consumer Price Index for Australia) over a rolling 5 year period (as at 30 June).
This option provides less volatile investment diversification by investing across a wide range of defensive asset types, namely Australian and global shares, property, fixed income, infrastructure, alternative investments and cash.
Risk of a negative return in a 20 year period †
Suggested minimum investment timeframe (years)
May suit investor type
† Estimated number of negative annual returns over any 20 year period. Source: Mercer Investments (Australia) Ltd.