Model Portfolio

Growth

Designed for clients who can remain invested through more pronounced market variability in pursuit of stronger long-term outcomes.

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

8.4%

Expected risk

11.4%

Growth / Defensive

80% / 20%

CPI+

5.9%

Minimum horizon

7 years

Modelled assumptions

Modelled from the Macquarie assumption set with the base correlations overlay on a default basis.

Expected return

8.3%

Expected risk

11.4%

CPI+

5.8%

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

Portfolio mix100% total weight

100.0%

International Equities30.0%
Australian Equities26.0%
Private Equity10.0%
Private Credit10.0%
Infrastructure8.0%
Hedge Funds4.0%
Australian Fixed Income4.0%
International Fixed Income4.0%
Other4.0%

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.

Illustrative Drawdowns in Stress Scenarios

Estimated portfolio outcomes under selected historical and macro stress scenarios. Negative values indicate downside.

Stress scenario
HistoricalModelled
Modelled risk -11.4%-30%-20%-10%0%2008 GFC Historical -29.5%2008 GFC-29.5%2020 Pandemic Historical -15.8%2020 Pandemic-15.8%Equity Drawdown Modelled -12.1%Equity Drawdown-12.1%Inflation Shock Modelled -7.3%Inflation Shock-7.3%

Returns show portfolio impact under each scenario. Historical scenarios use uploaded monthly return history where coverage is available; otherwise modelled asset-class shocks are applied. Forward-looking scenarios are fully modelled.