Conservative

Behind each tab below you will find information to help you understand this option, including asset allocation, investment risks, investment style, fees and return targets.

View Our investment performance to see how the different investment options have performed over the long-term.

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Ten year returns chart

Suitability

Members who value security over returns

Investment Objective

To outperform CPI (after tax and investment expenses) by at least 1.5% pa over the long term

Time horizon

5 or more years

Investment style

Invests primarily in defensive assets with the aim of protecting the value of a member

Risk level

Low-medium. Likelihood of negative returns - less than 2 in 20 years

Target asset allocation

  • Equity
  • Australian Shares
  • International Shares
  • Developed Markets
  • Private Equity
  • Infrastructure
  • Property
  • Infrastructure
  • Property
  • Fixed Income
  • Australian
  • Overseas
  • Cash
  • Other
  • Credit Opportunities
  • Alternatives

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Asset class Range Target asset allocation
Growth assets 25.7%
Equity
Australian Shares 0.0-20.0 8.50 %
International Shares
Developed Markets 0.0-20.0 9.00 %
Private Equity 0.0-7.5 1.00 %
Infrastructure 0.0-15.0 4.50 %
Property 0.0-12.5 2.70 %
Defensive assets 74.3%
Infrastructure 0.0-15.0 4.50 %
Property 0.0-12.5 1.80 %
Fixed Income
Australian 5.0-25.0 12.00 %
Overseas 5.0-40.0 12.50 %
Cash 20.0-50.0 38.00 %
Other
Credit Opportunities 0.0-10.0 5.50 %
Alternatives 0.0-5.0 0%
Total 100%

Ten year returns chart

Suitability

Members who value security over returns

Investment Objective

To outperform CPI (after tax and investment expenses) by at least 1.5% pa over the long term

Time horizon

5 or more years

Investment style

Invests primarily in defensive assets with the aim of protecting the value of a member

Risk level

Low-medium. Likelihood of negative returns - less than 2 in 20 years

Target asset allocation

  • Equity
  • Australian Shares
  • International Shares
  • Developed Markets
  • Private Equity
  • Infrastructure
  • Property
  • Infrastructure
  • Property
  • Fixed Income
  • Australian
  • Overseas
  • Cash
  • Other
  • Credit Opportunities
  • Alternatives

Rotate for best view or swipe horizontally to see all columns

Asset class Range Target asset allocation
Growth assets 25.7%
Equity
Australian Shares 0.0-20.0 8.50 %
International Shares
Developed Markets 0.0-20.0 9.00 %
Private Equity 0.0-7.5 1.00 %
Infrastructure 0.0-15.0 4.50 %
Property 0.0-12.5 2.70 %
Defensive assets 74.3%
Infrastructure 0.0-15.0 4.50 %
Property 0.0-12.5 1.80 %
Fixed Income
Australian 5.0-25.0 12.00 %
Overseas 5.0-40.0 12.50 %
Cash 20.0-50.0 38.00 %
Other
Credit Opportunities 0.0-10.0 5.50 %
Alternatives 0.0-5.0 0%
Total 100%

Ten year returns chart

Suitability

Members who value security over returns

Investment Objective

To outperform CPI (after tax and investment expenses) by at least 1.5% pa over the long term

Time horizon

5 or more years

Investment style

Invests primarily in defensive assets with the aim of protecting the value of a member

Risk level

Low-medium. Likelihood of negative returns - less than 2 in 20 years

Target asset allocation

  • Equity
  • Australian Shares
  • International Shares
  • Developed Markets
  • Private Equity
  • Infrastructure
  • Property
  • Infrastructure
  • Property
  • Fixed Income
  • Australian
  • Overseas
  • Cash
  • Other
  • Credit Opportunities
  • Alternatives

Rotate for best view or swipe horizontally to see all columns

Asset class Range Target asset allocation
Growth assets 25.7%
Equity
Australian Shares 0.0-20.0 8.50 %
International Shares
Developed Markets 0.0-20.0 9.00 %
Private Equity 0.0-7.5 1.00 %
Infrastructure 0.0-15.0 4.50 %
Property 0.0-12.5 2.70 %
Defensive assets 74.3%
Infrastructure 0.0-15.0 4.50 %
Property 0.0-12.5 1.80 %
Fixed Income
Australian 5.0-25.0 12.00 %
Overseas 5.0-40.0 12.50 %
Cash 20.0-50.0 38.00 %
Other
Credit Opportunities 0.0-10.0 5.50 %
Alternatives 0.0-5.0 0%
Total 100%

This website contains general information only and does not take account of your personal circumstances. You should obtain personal advice where appropriate. This content is current as at the date of publication and subject to change. Prime Super (ABN 60 562 335 823) is issued by Prime Super Pty Ltd (ABN 81 067 241 016, AFSL 219723). A Product Disclosure Statement is available from the issuer by calling 1800 675 839. Past performance is not a reliable indicator of future performance.