Defensive Growth option
From 1 February 2017, we are making some modest changes to our asset allocations. Visit www.telstrasuper.com.au/fundupdate for more information about the changes. You may want to consider the changes if you’re thinking of changing investment options.
To build an investment portfolio to achieve the stated return within the stated risk parameters over the specified timeframe.
Who should invest?
Members who want to enjoy moderate growth with greater security. This option is designed to give more flexibility for members who might be looking to access their superannuation in the short or medium term and want to continue participating in capital growth.
The Defensive Growth option is uniquely structured to adjust its exposure to a range of growth and defensive assets, based on the performance and confidence of investment markets at any point in time.
CPI + 2% p.a.
2 -6 years.
A medium to high level of risk generating 3 to less than 4 negative annual returns over any 20 year period.
Long-term investment mix*
55% growth assets
45% defensive assets
Defensive Growth option investment mix and asset ranges
*The long-term investment mix is used as a strategic guide for investing. This split of defensive and growth assets can vary from time to time as investment in each asset class may vary within the allowable ranges.
Defensive Growth option returns†
Telstra Super RetireAccess® returns
|5 year average
Notional returns have not been included as the structure of the option is not based on the performance of a single index.
† Past performance is not a reliable indicator of future performance. Further information.
The aim of this information is to provide members with investment objective and strategy details (including investment mix) that we consider members reasonably need to understand the fund's investments and reflect the manner in which objectives and strategies have been formulated by the Trustee pursuant to superannuation law and discretionary powers under the Trust Deed.