AESuper Investment Objectives, Strategies and Asset Allocation Ranges

Downloads

	Product Disclosure Statement
	Investment Choice Form

Publications

AES Annual Report 2007

Important: The information shown on this and other pages on this website is of a general nature only and is provided as a guide to help members understand their investment choices. The information is not intended to be construed as investment, financial or taxation advice. Before making a choice, members should consider their own personal financial requirements and read the Product Disclosure Statement.

Investment Objectives, Strategies and
Asset Allocation Ranges

The Trustee sets investment objectives, strategies and asset allocation ranges for each Investment Option and regularly reviews and monitors these to ensure they remain appropriate for AESuper.

The objectives, strategies and asset allocation ranges at 30 June 2007 are shown below for each Option.

Balanced Growth

Investment objective: To provide long term capital growth and some income from diversified investments.

Investment strategy: The option is wholly invested in the pool of the TOWER Balanced Fund. The asset allocation provides diversity between asset classes but maintains an emphasis on growth securities such as shares and property.

Investor time horizon	5+ years
Investment reserve to smooth returns?	No
Level of investment risk	Medium to High

How your Balanced Growth super assets are allocated

Asset Classes	30 June 2007
Australian Equities	35 – 45%
Overseas Equities	30 – 40%
Property	0 – 24%
Unlisted investments	0 – 6%
Australian Fixed Interest	0 – 10%
Overseas Fixed Interest	0 – 10%
Cash	0 – 10%

Growth Maximiser

Investment objective: To provide long term capital growth from diversified investments.

Investment strategy: The option is wholly invested in the pool of the TOWER Growth Maximiser Fund. The asset allocation provides a high weighting to growth assets such as shares and property with a small amount invested in fixed interest and cash securities.

Investor time horizon	5+ years
Investment reserve to smooth returns?	No
Level of investment risk	High

How your Growth Maximiser super assets are allocated

Asset Classes	30 June 2007
Australian Equities	35 – 45%
Overseas Equities	17 – 23%
Overseas Equities A$ hedged	17 – 23%
Property	2 – 14%
Australian Fixed Interest	4 – 10%
Overseas Fixed Interest	0 – 10%
Hedged Funds	0 – 6%
Cash	0 – 10%

Security Focus

Investment objective: To provide income and some capital growth over the medium term from diversified investments.

Investment strategy: This option is wholly invested in the pool of the TOWER Security Focus Fund. The asset allocation provides diversity between asset classes but maintains an emphasis on fixed interest and cash securities. A small holding in shares and property provides some capital growth potential.

Investor time horizon	3+ years
Investment reserve to smooth returns?	No
Level of investment risk	Medium

How your Security Focus super assets are allocated

Asset Classes

30 June 2007

Australian Equities

10 – 20%

Overseas Equities

5 – 15%

Property

0 – 14%

Unlisted Investments

0 – 6%

Australian Fixed Interest

25 – 35%

Overseas Fixed Interest

10 – 20%

Cash

10 – 35%

Cash

Investment objective: To provide stability of capital and minimal volatility in investment returns over the short term.

Investment strategy: This option is wholly invested in the pool of the TOWER Cash Fund. The asset allocation targets cash and short term money market securities of no longer than 12 months maturity.

Investor time horizon	1 + years
Investment reserve to smooth returns?	No
Level of investment risk	Low

How your Cash super assets are allocated

Asset Classes	30 June 2007
Australian Equities	N/A
Overseas Equities	N/A
Property	N/A
Alternatives	N/A
Diversified Fixed Interest	N/A
Cash	0 – 100%

From time to time factors such as significant cash flows and movement in investment markets may cause the Fund to temporarily move outside the stated asset allocation ranges outlined above. If this occurs the Trustee will take action to bring the asset allocation back within the stated ranges.

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The information contained on this website is of a general nature only and does not take into account your personal objectives, situation or needs. Before making a decision about Australian Enterprise Super, you should consider your own requirements and the relevant Product Disclosure Statement. To obtain a copy, call us on 1800 555 024 or download it from this website.

Professional Associations Superannuation Limited (PASL) (ABN 14 056 917 303 RSE L0000352 AFSL 222590) as Trustee of Professional Associations Superannuation Fund (PASF) (ABN 78 984 178 687 RSE R1000429). Australian Enterprise Super is a Division of PASF.