Model Portfolio
Balanced
Designed as a core long-term portfolio mix that balances growth assets with a meaningful defensive foundation.
Portfolio Metrics
These summary figures come from the Macquarie portfolio-level metrics and are the primary adviser-facing reference points for this portfolio.
Expected return, p.a.
7.8%
Expected risk, p.a.
9.3%
Growth / Defensive
66% / 34%
CPI+, p.a.
5.3%
Minimum horizon
6 years
Modelled assumptions
Modelled from the Macquarie assumption set with the base correlations overlay on a default basis.
Expected return, p.a.
7.8%
Expected risk, p.a.
9.3%
CPI+, p.a.
5.3%
Liquid
66.0%
Illiquid
34.0%
Liquidity status
Elevated illiquidity
Illiquid assets may have periodic liquidity windows, but access is not guaranteed and may be subject to notice periods, withdrawal limits, gates, asset sales, manager discretion or market conditions.
Base correlations.
Portfolio asset allocation
100.0%
Liquidity profile
Elevated illiquidity
Liquid
66.0%
Illiquid
34.0%
Illiquid assets may have periodic liquidity windows, but access is not guaranteed and may be subject to notice periods, withdrawal limits, gates, asset sales, manager discretion or market conditions.
Stress scenario impact
Estimated portfolio outcomes under selected historical and macro stress scenarios. Negative values indicate downside.
Historical scenarios use uploaded returns where available; all other outcomes are modelled.