Australian Prudent Super Australian Prudent Super provides a range of investment optons to suit the requirements of investors with a preference for ethical investments that contribute to the beterment of society, both locally and globally.

AUSTRALIAN Master Ethical

Balanced STRATEGY

Portfolio Description

A diversified portfolio of assets, such as cash, gold and income producing securities, Australian shares, property and international securities.

Investment Objective

To provide exposure to an actively managed portfolio of defensive and growth assets, with the potential for capital growth over the investment timeframe, whilst abiding by ethical investment principles. The strategy aims to deliver lower volatility than the Australian share market whilst providing comparable returns.

Performance Objective

To outperform the average annual rate of Australia’s Consumer Price Index (CPI) by at least 5% p.a. over the minimum investment timeframe.

Suggested Minimum Investment Timeframe

5 years

Investor Suitability

Investors who:
  1. 1. Require a balanced portfolio, diversified across all major asset classe
  2. 2. Seek capital growth over the medium to long term with a moderate level of income
  3. 3. Accept a moderate degree of volatility (loss) associated with a relatively higher exposure to growth assets
  4. 4. Are prepared to invest for the minimum investment timefram
  5. 5. Accept the risk of price fluctuations particularly over periods the life of any investment
  6. 6. Understand that in some circumstances, some assets may fall in value due to changes in the prevailing economic climate
  7. 7. Understand that international assets are invested in foreign currencies which may increase the extent of fluctuations in the value of certain investments held in the portfolio
Range and indicative allocation of Growth/Defensive assets Asset Class Asset Class Range Indicative Allocation
Defensive 30 to 70% 40%
Growth 30 to 70% 60%
Range of indicative allocation of each asset class Investment Range Indicative Allocation
Australian Equities 10 to 40% 25%
Property & Infrastructure 10 to 35% 10%
International Equities 10 to 40% 25%
Defensive Property (listed) 10 to 40% 10%
Gold & Commodities 10 to 40% 27%
Cash 0 to 25% 3%
Authorised Investments Exchange Traded Funds (ETFs); Managed Investment Schemes; Australian Real Estate Investment Trusts (A-­‐REITs) and Property Related Securities; Australian Shares; Initial Public Offerings (IPOs); Cash.
Indicative number of holdings 25 to 60
Risk Profile 3 to less than 4
Go to Top