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Investment Strategy
The strategy guides the Investment Manager of the Company in its investment activities towards achieving its investment objectives. This strategy addresses issues of:
- Asset allocation
- Benchmarking performance standards
- Risk assessments and risk management
- Reporting on investment performance
- Sector diversification
The strategy calls for the following asset allocation, and sets the following performance benchmarks.
Asset Class |
Sector Range
Low – High |
Neutral Allocation |
Benchmark |
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Cash |
0 - 5% |
2% |
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Domestic Equities |
40 - 80% |
59% |
KSi |
International Equities |
20 - 60% |
39% |
S&PASX50
MSCI All Country Asia ex-Japan
MSCI World ex-Australia |
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A maximum of 25% of the investment portfolio may be invested in Unlisted Equities when opportunities arise.
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