Changes to strategic asset allocation benchmarks for the
Balanced option
At Intrust Super, we're committed to achieving strong long-term
returns for our members. As such, we regularly review our asset
allocation benchmarks and, when necessary, adjust these benchmarks
to suit the environment.
From 1 September 2011, the strategic asset allocation benchmarks
for our Balanced (default) investment option have changed as
follows:
| |
Old benchmark |
New benchmark |
Ranges (unchanged) |
| Australian Shares |
35% |
33% |
25-45 |
| International Shares |
25% |
22% |
15-35 |
| Growth Opportunities |
5% |
10% |
0-15 |
| Property |
10% |
10% |
5-15 |
| Bonds |
15% |
15% |
5-25 |
| Cash |
2% |
2% |
0-25 |
| Defensive Opportunities |
8% |
8% |
0-15 |
These changes apply to our Core Super, Executive Super, Select
Super and Super Stream products.
If you have any questions about these changes, please contact us
on 132 467.