Moderate portfolio
This page shows investment holdings as at 30 June 2024. On 1 July 2024, we launched a new investment menu. The information below relates to the investment menu and investment holdings as at 30 June 2024 immediately prior to the introduction of the new investment menu. The information below doesn't reflect the new menu.
This option closed on 30 June 2024. It was designed for short to medium-term stability, with some investment in assets that can potentially give higher returns. In return for short-term stability, you may be sacrificing the potential for higher long-term returns.
Please note: Percentages are subject to rounding. Asset class percentages may not add up to 100% because they include the effective exposure of derivatives in the investment option.
Some investment items may appear as negative because of collateral management arrangements or overdraft facilities, or because they are in a loss position as at the reporting date.
Cash includes physical cash, along with cash held to back derivative positions. For this reason, the figures posted here may exceed those in our asset allocation ranges.
