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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.

Suitability

Members who seek 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’s net investment

Risk level

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

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Asset class Target asset allocation Range
Growth assets 37.2%    
Australian Shares 9.0% 0.0-20.0% View breakdown
Developed Markets 13.5% 0.0-20.0% View breakdown
Private Equity 0% 0.0-7.5%  
Infrastructure 6.7% 0.0-15.0% View breakdown
Property 4.5% 0.0-12.5% View breakdown
Credit Opportunities 0% 0.0-10.0%  
Overseas - Fixed Interest 2.5% 0.0-40.0% View breakdown
Absolute Return Strategies 1.0% 0.0-10.0%  
Defensive assets 62.8%    
Infrastructure 6.8% 0.0-15.0% View breakdown
Property 4.5% 0.0-12.5% View breakdown
Australian - Fixed Interest 2.0% 0.0-25.0% View breakdown
Overseas - Fixed Interest 7.5% 0.0-40.0% View breakdown
Cash 41.0% 20.0-50.0% View breakdown
Credit Opportunities 0% 0.0-10.0%  
Absolute Return Strategies 1.0% 0.0-10.0% View breakdown
Alternatives 0% 0.0-5.0%  
Total 100%    

Top 5 asset breakdown for

*Asset allocation as of 31 December 2020 for the selected investment option.

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