Published Portfolio
Balanced
Designed as a core long-term portfolio mix that balances growth assets with a meaningful defensive foundation.
Macquarie remains the primary reference set. JPM is shown only as a secondary first-pass proxy lens.
Published Portfolio Metrics
These summary figures come from the published Macquarie portfolio-level metrics and are the primary adviser-facing reference points for this portfolio.
Expected Return
6.0%
Published portfolio metric.
Expected Risk
8.4%
Published portfolio metric.
Growth / Defensive
57% / 43%
Published portfolio positioning mix.
Minimum Horizon
5 years
Published portfolio guidance.
CPI+
2.7%
Published portfolio metric.
Modelled From Current Assumptions
These figures are modelled from the Macquarie assumption set and covariance inputs. They are shown separately so they do not replace the published portfolio metrics.
Modelled Return
6.0%
Modelled from current asset assumptions.
Modelled Risk
6.5%
Modelled from current assumptions and correlations.
Modelled CPI+
3.4%
Modelled return less the inflation helper.
Allocation Chart
The portfolio mix is shown in a single clean bar to keep client conversations simple and readable.
Allocation
100%
Strategic portfolio mix
Historical Stress Outcomes
Illustrative stress outcomes under the seeded scenario table. These figures are designed to support calmer client discussion around resilience and portfolio mix.
Values below the zero line indicate downside under the selected historical scenario. Positive values extend above the baseline.
Allocation Table
Published portfolio weights by asset class.
| Asset class | Portfolio weight |
|---|---|
| Australian Equities | 15.0% |
| International Equities | 18.0% |
| Private Equity | 4.0% |
| Hedge Funds | 6.0% |
| Infrastructure | 8.0% |
| Property | 6.0% |
| Private Credit | 8.0% |
| Australian Fixed Income | 16.0% |
| International Fixed Income | 12.0% |
| Short Duration & Cash | 7.0% |
Methodology Note
This view uses local illustrative assumptions and scenario shocks for adviser discussions only. Final values can be replaced without restructuring the application.
Macquarie is the default reference set across the experience. Where the JPM toggle is enabled, it is presented only as a secondary proxy comparison using first-pass mappings. Published portfolio metrics are shown first. Separate modelled figures are estimated from weighted asset assumptions and a covariance-based risk framework.