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.

Asset class	Target asset allocation	Range
Growth assets	35%
Australian Shares	10.0%	0.0-20.0%	View breakdown
Developed Markets	12.0%	0.0-20.0%	View breakdown
Emerging Markets	0%	0.0-10.0%
Private Equity	0%	0.0-7.5%
Infrastructure	9.0%	0.0-15.0%	View breakdown
Property	4.0%	0.0-12.5%	View breakdown
Other	0%	0.0-10.0%
Defensive assets	65%
Infrastructure	3.0%	0.0-15.0%	View breakdown
Property	1.0%	0.0-12.5%	View breakdown
Australian - Fixed Interest and Credit	15.5%	0.0-25.0%	View breakdown
Overseas - Fixed Interest and Credit	24.5%	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^*
BHP Group	0.66%
CSL Limited	0.54%
Commonwealth Bank Of Australia	0.48%
National Australia Bank	0.36%
Goodman Group	0.24%

Asset	Allocation^*
Microsoft Corp	0.38%
Apple Inc	0.32%
Alphabet Inc	0.28%
Nvidia Corporation	0.25%
Amazon Dotcom Inc	0.19%

Asset	Allocation^*
Igasamex	1.79%
PS Renewable Energy	1.47%
Kinland A S	1.38%
Embedded Network	1.38%
Saren Energy AS	0.75%

Asset	Allocation^*
111 Alinga Street	0.98%
Campbell Place	0.83%
Royale Investment Trust	0.83%
313 Adelaide Street	0.68%
50 Miller St Trust	0.05%

Asset	Allocation^*
Igasamex	0.58%
PS Renewable Energy	0.47%
Kinland A S	0.45%
Embedded Network	0.45%
Saren Energy AS	0.24%

Asset	Allocation^*
111 Alinga Street	0.31%
Campbell Place	0.26%
Royale Investment Trust	0.26%
313 Adelaide Street	0.21%
50 Miller St Trust	0.02%

Asset	Allocation^*
Australian Government Bonds	7.46%
Treasury Corporation of Victoria	1.37%
NSW Treasury Corporation	1.29%
Queensland Teasury Corporation	1.03%
Western Australian Treasury Corporation	0.39%

Asset	Allocation^*
US Treasuries	4.58%
Alpha Trains Junior Debt	2.55%
Yorkshire Water Loan	2.25%
Applegreen Term Loan	2.12%
Vantage Towers Loan	1.70%

Asset	Allocation^*
Negotiable Certificate Of Deposit	13.48%
Convertible Term Deposits	3.06%
Deposit Accounts	2.43%
Cash	0.29%

^*Asset allocation as of 30 June 2024 for the selected investment option.

Download a list of all assets held in this option as of 30 June 2024.

Asset allocation chart

Click or tap on a segment to view further details

Top 5 asset breakdown chart for

Hover or tap on a ring to view further details.

^{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.}