Standard Risk Measure

Capital Stable

Description

This option has a 38.3% allocation to growth assets with allowance for dynamic asset allocation ranges between 23.3% and 53.3%. The risk of fluctuating returns is low to medium.

Types of investors this is suitable for an minimum suggested investment timeframe

Investors who have a low to medium tolerance for risk and/or have a three-year plus investment timeframe.

Asset classes (strategic allocation)

Equities 25.1%
Alternatives* 6.3%
Cash 17.5%
Fixed interest 34.6%
Real assets* 16.5%

View the breakdown of asset classes

Dynamic asset allocation ranges
Equities 10.1% - 40.1%
Alternatives* 0.0% - 21.3%
Cash 2.5% - 32.5%
Fixed interest 19.6% - 49.6%
Real assets* 1.5% - 31.5%
Investment return objective

VicSuper FutureSaver

To earn an investment return of 2.5% per annum (after tax and investment expenses) above the rate of inflation over rolling 10-year periods.


VicSuper Flexible Income

To earn an investment return of 3.3% above the rate of inflation (after investment expenses) over rolling 10-year periods.

Standard Risk Measure

Risk Band: 3

Risk label: Low to medium

Estimated number of negative annual returns over any 20-year period: 1 to less than 2.

* Real assets and alternatives are classified as part growth and part defensive.

The investment objective is based on advice from Frontier Advisors Pty Ltd and is subject to review. Frontier Advisors Pty Ltd has consented to this information being included on this website. It is important to note that this information is predictive in character, may be affected by inaccurate assumptions or by known or unknown risks and uncertainties, and may differ materially from results ultimately achieved.

Standard Risk Measure

Capital Stable

Description

This option has a 38.3% allocation to growth assets with allowance for dynamic asset allocation ranges between 23.3% and 53.3%. The risk of fluctuating returns is low to medium.

Types of investors this is suitable for an minimum suggested investment timeframe

Investors who have a low to medium tolerance for risk and/or have a three-year plus investment timeframe.

Asset classes (strategic allocation)

Equities 25.1%
Alternatives* 6.3%
Cash 17.5%
Fixed interest 34.6%
Real assets* 16.5%

View the breakdown of asset classes

Dynamic asset allocation ranges
Equities 10.1% - 40.1%
Alternatives* 0.0% - 21.3%
Cash 2.5% - 32.5%
Fixed interest 19.6% - 49.6%
Real assets* 1.5% - 31.5%
Investment return objective

VicSuper FutureSaver

To earn an investment return of 2.5% per annum (after tax and investment expenses) above the rate of inflation over rolling 10-year periods.


VicSuper Flexible Income

To earn an investment return of 3.3% above the rate of inflation (after investment expenses) over rolling 10-year periods.

Standard Risk Measure

Risk Band: 3

Risk label: Low to medium

Estimated number of negative annual returns over any 20-year period: 1 to less than 2.

* Real assets and alternatives are classified as part growth and part defensive.

The investment objective is based on advice from Frontier Advisors Pty Ltd and is subject to review. Frontier Advisors Pty Ltd has consented to this information being included on this website. It is important to note that this information is predictive in character, may be affected by inaccurate assumptions or by known or unknown risks and uncertainties, and may differ materially from results ultimately achieved.