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).

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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