Investment Allocation

Current portfolio allocations differ considerably from our target allocations, set as a long-term aspirational goal, due to elevated market risk, over-priced sectors, and opportunities in cyclicals (including gold and precious metals).

Allocations Changed Apr-2023

We have revised the allocation of some stocks held in the model portfolios. These changes have been applied to the current and past allocations below.

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Current Allocations

The graphs below reflect current portfolio allocations:

Australian Growth Current Allocation

International Growth Current Allocation

Past Allocations

The graphs below illustrate how allocations have evolved over time to deal with elevated market risk, over-priced sectors, and opportunities in cyclicals (including gold and precious metals):

Australian Growth Past Allocations

International Growth Past Allocations

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