Strategic Asset allocation for account-based pension and pre-retirement pension, effective 20 May 2024.
High Growth1 | Growth | Balanced | Moderate | Indexed Defensive | Defensive | Secure2 | |
|---|---|---|---|---|---|---|---|
| Australian Shares | 34.0% | 29.0% | 24.0% | 18.0% | 16.0% | 11.0% | 10.0% |
| International Shares | 45.0% | 36.0% | 32.0% | 22.0% | 24.0% | 14.0% | 0.0% |
| Alternatives | 3.0% | 3.0% | 3.0% | 3.0% | 0.0% | 0.0% | 0.0% |
| Infrastructure | 9.0% | 9.0% | 9.0% | 9.0% | 0.0% | 8.0% | 0.0% |
| Property | 6.0% | 6.0% | 6.0% | 6.0% | 0.0% | 6.0% | 0.0% |
| Fixed Income | 2.0% | 15.0% | 21.0% | 32.0% | 36.0% | 46.0% | 0.0% |
| Cash | 1.0% | 2.0% | 5.0% | 10.0% | 24.0% | 15.0% | 90.0% |
| Allowable ranges | Australian Shares 19-49% International Shares 30-60% Alternatives 0-18% Infrastructure 0-24% Property 0-21% Fixed Income 0-17% Cash 0-16% | Australian Shares 14-44% International Shares 21-51% Alternatives 0-18% Infrastructure 0-24% Property 0-21% Fixed Income 0-30% Cash 0-17% | Australian Shares 9-39% International Shares 17-47% Alternatives 0-18% Infrastructure 0-24% Property 0-21% Fixed Income 6-36% Cash 0-20% | Australian Shares 3-33% International Shares 7-37% Alternatives 0-18% Infrastructure 0-24% Property 0-21% Fixed Income 17-47% Cash 0-25% | Australian Shares 1-31% International Shares 0-30% Alternatives 0% Infrastructure 0% Property 0% Fixed Income 21-51% Cash 9-39% | Australian Shares 0-26% International Shares 0-24% Alternatives 0% Infrastructure 0-23% Property 0-21% Fixed Income 31-61% Cash 0-30% | Australian Shares n/a International Shares n/a Alternatives n/a Infrastructure n/a Property n/a Fixed Income n/a Cash n/a |
Click to download the PDF or CSV files for each of the investment options.
| Single sector | .csv | |
|---|---|---|
| Australian Shares | Australian Shares 31 December 2023 (PDF) | |
| International Shares | International Shares 31 December 2023 (PDF) | |
| Property | Property 31 December 2023 (PDF) | |
| Bonds | Bonds 31 December 2023 (PDF) | |
| Cash | Cash 31 December 2023 (PDF) |
| Pre-mixed | .csv | |
|---|---|---|
| High Growth | High Growth 31 December 2023 (PDF) | High Growth Tables 1-2, 31 December 2023 (CSV) High Growth Tables 3-4, 31 December 2023 (CSV) |
| Growth | Growth 31 December 2023 (PDF) | Growth Tables 1-2, 31 December 2023 (CSV) Growth Table 3-4, 31 December 2023 (CSV) |
| Balanced | Balanced 31 December 2023 (PDF) | Balanced Tables 1-2, 31 December 2023 (CSV) Balanced Tables 3-4, 31 December 2023 (CSV) |
| Conservative Balanced | Conservative Balanced 31 December 2023 (PDF) | Conservative Balanced Tables 1-2, 31 December 2023 (CSV) Conservative Balanced Tables 3-4, 31 December 2023 (CSV) |
| Indexed Defensive3 | Indexed Defensive 30 June 2023 (PDF) | Indexed Defensive Tables 1-2, 30 June 2023 (CSV) Indexed Defensive Tables 3-4, 30 June 2023 (CSV) |
| Secure | Secure 31 December 2023 (PDF) | Secure Tables 1-2, 31 December 2023 (CSV) Secure Tables 3-4, 31 December 2023 (CSV) |
| Single sector | .csv | |
|---|---|---|
| Australian Shares | Australian Shares 31 December 2023 (PDF) | |
| International Shares | International Shares 31 December 2023 (PDF) | |
| Property | Property 31 December 2023 (PDF) | |
| Bonds | Bonds 31 December 2023 (PDF) | |
| Cash | Cash 31 December 2023 (PDF) |
What is the .csv file for?
We’ve provided .csv files to make analysis or comparisons more efficient.
How often is this information updated?
We update this information twice a year, as at 30 June and 31 December. We are required to publish updated information within 90 days of those dates.
Why is the weight in some cases 0%?
If a line item shows a zero percentage, it’s because it has a value of less than 0.01% of the investment option.
How is value of the asset derived?
The asset value, converted to AUD, was derived by using the market valuations and Investment Manager valuations received at the time of calculating the option unit price for the reporting period.
How can I see which investments I’m invested in personally?
The information is arranged by investment option. Choose the option/s you're invested in and browse the information.
Did you know? You can view or change your investment options at any time. You can do this via your online account, completing a form or by giving us a call.
I'm invested in the Lifecycle Investment Strategy. Which options should I look at?
Our Lifecycle Investment Strategy (LIS) works by giving you greater exposure to growth assets such as shares in the early stages of your working life, and then reducing this as you get older by increasing your exposure to defensive assets such as fixed income and enhanced cash. This exposes you to greater risk and potentially higher returns when you are young and then aims to reduce volatile investment returns as you get older. Our Lifecycle Investment Strategy invests your super over three lifestages, with members invested 100% in one of the following options, based on their age:
My question is not listed, how do I get help?
If you'd like more information about the information we've supplied, please contact us via email at help@mine.com.au so that we can provide a response.