Macquarie Default View
Strategic Asset Allocation
Five published portfolios positioned by expected risk and return.
Expected return and risk are shown using the published Macquarie portfolio metrics, with asset classes included as secondary reference points.
Published Portfolio Returns
20-Year Wealth Projection
Illustrative 20-year growth using published portfolio return assumptions.
Illustrative Stress Outcomes
Stress Snapshot
A compact look at how the five published portfolios would have behaved under the 2008 GFC stress table.
| Portfolio | GFC return | Dollar impact | Ending value |
|---|---|---|---|
| Conservative | -3.5% | -$3,520 | $96,480 |
| Moderate | -7.9% | -$7,930 | $92,070 |
| Balanced | -11.8% | -$11,810 | $88,190 |
| Growth | -16.1% | -$16,150 | $83,850 |
| High Growth | -19.0% | -$18,960 | $81,040 |
Portfolio Range
Select a published Macquarie portfolio from the frontier or the cards below. The sequence moves from stronger capital stability toward greater long-term growth exposure.
Conservative
A defensive portfolio mix with a stronger focus on capital stability and income resilience.
Expected return
5.0%
Expected risk
6.5%
CPI+
1.8%
Moderate
A balanced defensive-to-growth mix for clients seeking measured long-term progress.
Expected return
5.5%
Expected risk
7.4%
CPI+
2.3%
Balanced
An even-handed strategic allocation for clients who need both growth potential and diversification support.
Expected return
6.0%
Expected risk
8.4%
CPI+
2.7%
Growth
A higher-growth portfolio mix for clients with stronger return objectives and longer time horizons.
Expected return
6.5%
Expected risk
9.8%
CPI+
3.2%
High Growth
A growth-led portfolio mix intended for clients with long horizons and greater tolerance for variability.
Expected return
6.9%
Expected risk
11.1%
CPI+
3.6%