Historical Stress Scenarios
Three seeded events to support portfolio resilience conversations.
The stress-testing views use simple placeholder shocks wired directly into the portfolio pages and builder so future replacement is straightforward.
Scenario Shock Table
Placeholder asset-class shocks for 2000 Dot Com, 2008 GFC, and 2020 Pandemic.
| Asset class | 2000 Dot Com | 2008 GFC | 2020 Pandemic |
|---|---|---|---|
| Australian Equities | +3% | -45% | -36% |
| International Equities | -9% | -34% | -23% |
| Private Equity | -7% | -20% | -11% |
| Hedge Funds | +15% | -2% | -9% |
| Infrastructure | +11% | +5% | -8% |
| Property | +11% | -13% | -2% |
| Private Credit | +7% | -21% | -4% |
| Australian Fixed Income | +12% | +15% | -4% |
| International Fixed Income | +11% | +9% | -5% |
| Short Duration & Cash | +6% | +8% | 0% |
Portfolio Stress Results
Illustrative portfolio-level outcomes under the same seeded historical scenarios.
Conservative
A defensive portfolio mix with a stronger focus on capital stability and income resilience.
2000-2002
2000 Dot Com
+7.6%
Illustrative stress behaviour during the technology downturn and subsequent adjustment period.
2008-2009
2008 GFC
-3.5%
Illustrative stress behaviour through the global financial crisis.
Q1 2020
2020 Pandemic
-8.8%
Illustrative stress behaviour during the initial pandemic drawdown.
Moderate
A balanced defensive-to-growth mix for clients seeking measured long-term progress.
2000-2002
2000 Dot Com
+6.4%
Illustrative stress behaviour during the technology downturn and subsequent adjustment period.
2008-2009
2008 GFC
-7.9%
Illustrative stress behaviour through the global financial crisis.
Q1 2020
2020 Pandemic
-11.0%
Illustrative stress behaviour during the initial pandemic drawdown.
Balanced
An even-handed strategic allocation for clients who need both growth potential and diversification support.
2000-2002
2000 Dot Com
+5.2%
Illustrative stress behaviour during the technology downturn and subsequent adjustment period.
2008-2009
2008 GFC
-11.8%
Illustrative stress behaviour through the global financial crisis.
Q1 2020
2020 Pandemic
-12.8%
Illustrative stress behaviour during the initial pandemic drawdown.
Growth
A higher-growth portfolio mix for clients with stronger return objectives and longer time horizons.
2000-2002
2000 Dot Com
+3.6%
Illustrative stress behaviour during the technology downturn and subsequent adjustment period.
2008-2009
2008 GFC
-16.1%
Illustrative stress behaviour through the global financial crisis.
Q1 2020
2020 Pandemic
-14.9%
Illustrative stress behaviour during the initial pandemic drawdown.
High Growth
A growth-led portfolio mix intended for clients with long horizons and greater tolerance for variability.
2000-2002
2000 Dot Com
+2.5%
Illustrative stress behaviour during the technology downturn and subsequent adjustment period.
2008-2009
2008 GFC
-19.0%
Illustrative stress behaviour through the global financial crisis.
Q1 2020
2020 Pandemic
-16.4%
Illustrative stress behaviour during the initial pandemic drawdown.