Income Focused

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

This information will not be available until July 2018. You can see the monthly returns here and weekly rates here

Suitability

Members who seek income supplement over capital growth

Investment Objective

To provide income yields of 2.5% per annum (before tax and fees) above RBA cash rate over rolling 3 year period

Time horizon

5 or more years

Investment style

Invests in diversified range of investments with predominant focus on yield

Risk level

Medium. Likelihood of a negative return - less than 3 in 20 years

Target asset allocation

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

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Asset class Range Target asset allocation
Growth assets 39.5%
Equity
Australian Shares 10.0-30.0 15.00 %
International Shares
Developed Markets 10.0-30.0 10.00 %
Infrastructure 0.0-15.0 10.00 %
Property 0.0-15.0 4.50 %
Other
Credit opportunities 0.0-15.0 0%
Defensive assets 60.5%
Infrastructure 0.0-15.0 10.00 %
Property 0.0-15.0 3.00 %
Fixed Income
Australian Fixed Interest 0.0-30.0 0%
Overseas Fixed Interest 10.0-40-0 22.50 %
Cash 5.0-40.0 15.00 %
Other
Credit Opportunities 0.0-15.0 10.00 %
Alternatives 0.0-5.0 0%
Total 100%

Ten year returns chart

This information will not be available until July 2018. You can see the monthly returns here and weekly rates here

Suitability

Members who seek income supplement over capital growth

Investment Objective

To provide income yields of 2.5% per annum (before tax and fees) above RBA cash rate over rolling 3 year period

Time horizon

5 or more years

Investment style

Invests in diversified range of investments with predominant focus on yield

Risk level

Medium. Likelihood of a negative return - less than 3 in 20 years

Target asset allocation

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

Rotate for best view or swipe horizontally to see all columns

Asset class Range Target asset allocation
Growth assets 39.5%
Equity
Australian Shares 10.0-30.0 15.00 %
International Shares
Developed Markets 10.0-30.0 10.00 %
Infrastructure 0.0-15.0 10.00 %
Property 0.0-15.0 4.50 %
Other
Credit opportunities 0.0-15.0 0%
Defensive assets 60.5%
Infrastructure 0.0-15.0 10.00 %
Property 0.0-15.0 3.00 %
Fixed Income
Australian Fixed Interest 0.0-30.0 0%
Overseas Fixed Interest 10.0-40-0 22.50 %
Cash 5.0-40.0 15.00 %
Other
Credit Opportunities 0.0-15.0 10.00 %
Alternatives 0.0-5.0 0%
Total 100%

Ten year returns chart

This information will not be available until July 2018. You can see the monthly returns here and weekly rates here

Suitability

Members who seek income supplement over capital growth

Investment Objective

To provide income yields of 2.5% per annum (before tax and fees) above RBA cash rate over rolling 3 year period

Time horizon

5 or more years

Investment style

Invests in diversified range of investments with predominant focus on yield

Risk level

Medium. Likelihood of a negative return - less than 3 in 20 years

Target asset allocation

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

Rotate for best view or swipe horizontally to see all columns

Asset class Range Target asset allocation
Growth assets 39.5%
Equity
Australian Shares 10.0-30.0 15.00 %
International Shares
Developed Markets 10.0-30.0 10.00 %
Infrastructure 0.0-15.0 10.00 %
Property 0.0-15.0 4.50 %
Other
Credit opportunities 0.0-15.0 0%
Defensive assets 60.5%
Infrastructure 0.0-15.0 10.00 %
Property 0.0-15.0 3.00 %
Fixed Income
Australian Fixed Interest 0.0-30.0 0%
Overseas Fixed Interest 10.0-40-0 22.50 %
Cash 5.0-40.0 15.00 %
Other
Credit Opportunities 0.0-15.0 10.00 %
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.