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PSS Default Fund
Investment objectives
To outperform the Consumer Price Index (CPI) by at least 4.5% per annum over the medium to long term.
Investment strategy
The strategic asset allocation of the Default Fund option is designed to maximise the number of different types of investments that tend to perform independently of each other. By embracing the benefits of diversification, the Default Fund tries to reduce its reliance on equity market returns and therefore provide a smoother pattern of long-term returns.
Asset allocation
 |
Australian equity | 26.5% |
|
International equity | 28.5% |
|
Long/short equity funds | 1.9% |
|
Real assets | 12.8% |
|
Alternatives | 13.9% |
|
Fixed income | 11.6% |
|
Cash | 4.8% |
| As at 30 June 2011 | ||
Risk level
Investment time frame
Historical performance
| Jan 11 % |
Feb 11 % |
Mar 11 % |
Apr 11 % |
May 11 % |
Jun 11 % |
Jul 11 % |
Aug 11 % |
Sep 11 % |
Oct 11 % |
Nov 11 % |
Dec 11 % |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0.492 | 1.098 | -0.117 | 0.253 | -0.196 | -0.499 | -1.270 | -1.421 | -1.305 | 3.553 | -1.854 | 0.317 |
| 1 July to 31 December 2011 % |
1 year to 30 June 2011 % |
5 years to 30 June 2011 (annualised) % |
10 years to 30 June 2011 (annualised) % |
|---|---|---|---|
| -2.1 | 7.4 | 2.4 | 4.9 |
- The investment option shown above started 1 July 1990.
- Remember, past performance is no indication of future performance.
- Monthly performance figures cannot be added together to determine annual or cumulative year-to-date performance.
- To see investment returns for any funds ARIA manages go to www.aria.gov.au.