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Conservative

Behind each tab below you will find information about this option, including its asset allocation, investment risk profile, investment style, fees, and investment-return target. 

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

Suitability

Members who seek a higher allocation to defensive assets than growth assets.

Investment Objective

To outperform the CPI (after tax and investment expenses) by at least 1.0% p.a. over rolling 5-year periods.

Time horizon

5 or more years

Investment style

Invests primarily in defensive assets with the aim of protecting the value of a member's net investment.

Risk level

Low to Medium. Likelihood of negative returns One to less than two in 20 years.

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Asset class Target asset allocation Range
Growth assets 32%    
Australian Shares 7.5% 0.0-20.0% View breakdown
Developed Markets 10.5% 0.0-20.0% View breakdown
Emerging Markets 0% 0.0-10.0%  
Private Equity 0% 0.0-7.5%  
Infrastructure 10.2% 0.0-15.0% View breakdown
Property 3.8% 0.0-12.5% View breakdown
Other 0% 0.0-10.0%  
Defensive assets 68%    
Infrastructure 3.3% 0.0-15.0% View breakdown
Property 1.2% 0.0-12.5% View breakdown
Australian - Fixed Interest and Credit 15.5% 0.0-25.0% View breakdown
Overseas - Fixed Interest and Credit 27.0% 0.0-50.0% View breakdown
Cash 21.0% 10.0-50.0% View breakdown
Other 0% 0.0-10.0%  
Total 100%    

Top 5 asset breakdown for

*Asset allocation as of 30 June 2023 for the selected investment option.

Download a list of all assets held in this option as of 30 June 2023

Asset allocation chart

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Top 5 asset breakdown chart for

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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 and Target Market Determination is available from the issuer by calling 1800 675 839. Past performance is not a reliable indicator of future performance.