Stable
Stable invests predominantly in income assets (e.g. fixed interest) with a smaller percentage in growth assets (e.g. shares).
Target asset allocation
Investment expectation
To provide relatively stable returns, with a low to medium level of risk. As a guide to members, Stable is expected to provide a long-term return after tax and investment expenses of 1% p.a. above the inflation rate, with the likelihood of a negative return approximately 1 year in every 6. Minimum suggested investment timeframe: 3 years.
Estimated fund charges
Estimated total fund charges (p.a. of net asset value).
Historical returns
Information for asset classes held by Stable
Growth assets
Trans-Tasman equities
Mercer Trans Tasman Shares Q4 2023 (206 KB)
International equities
Mercer Global Shares Composite Q4 2023 (207 KB)
International listed property
International listed property Q4 2023 (207 KB)
International listed infrastructure
International listed infrastructure Q4 2023 (206 KB)