Income Focused
Income FocusedBehind 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 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
| Asset class | Target asset allocation | Range | |
|---|---|---|---|
| Growth assets | 52% | ||
| Australian Shares | 15.0% | 10.0-30.0% | View breakdown |
| Developed Markets | 17.0% | 10.0-30.0% | View breakdown |
| Infrastructure | 10.0% | 0.0-25.0% | View breakdown |
| Property | 5.3% | 0.0-15.0% | View breakdown |
| Credit Opportunities | 0% | 0.0-15.0% | |
| Overseas - Fixed Interest | 4.7% | 10.0-40.0% | View breakdown |
| Defensive assets | 48% | ||
| Infrastructure | 10.0% | 0.0-25.0% | View breakdown |
| Property | 5.2% | 0.0-15% | View breakdown |
| Australian - Fixed Interest | 0% | 0.0-30.0% | |
| Overseas - Fixed Interest | 13.8% | 10.0-40.0% | View breakdown |
| Cash | 12.0% | 5.0-40.0% | View breakdown |
| Credit Opportunities | 7.0% | 0.0-15.0% | View breakdown | Total | 100% |
Top 5 asset breakdown for
*Asset allocation as of 31 December 2021 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.