Investing your super when the market’s down
You’ve probably heard it dozens of times already, and you’ll hear it dozens more: super is a long term investment, and volatility is a normal part of investing for the long term.
Changes to asset allocation ranges for our investment options
We conduct reviews of our investment options to make sure they’re set up in the best way to achieve their return objectives. On 4 May 2020, the asset allocation ranges for our investment options (excluding the Cash option) changed.
What are asset allocation ranges?
Your super investments are categorised into five asset classes; equities, growth alternatives, defensive alternatives, fixed interest, and cash. Each of our investment options has a different strategic allocation to these asset classes, which is chosen with the aim of achieving our investment return objectives.
The actual allocation to each asset class will be within an asset allocation range and typically varies with investment decisions and market movements. The range defines the minimum and maximum amounts we invest in each asset class.
Why have the ranges changed?
Since the start of the COVID-19 health crisis, we have seen an increase in market volatility and a higher than usual number of members making requests to switch their investment options. This has meant the balance of some of our asset classes have changed relative to others. Widening the asset allocation ranges will improve our ability to achieve investment return objectives, in the best interests of our members.
The new asset allocation ranges
Frequently asked questions
We're here to help
If you’d like to understand these changes in more detail or want to discuss your investment options, please call our friendly helpline on 1300 362 967 or book an appointment with a Super Adviser.
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