Alternative Growth

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Alternative Growth

At a glance

Asset classes

Diversified mix of assets with emphasis on alternative asset classes, Australian and Overseas shares

Investment timeframe

Very long term 7–10 years

Fees

Total estimated Indirect Cost Ratio 2015/16: 0.75%
Buy spread: 0.08%
Sell spread: 0.08%

Return objective

Inflation + 3.5% per year^

Likelihood of negative return

2.8 in every 20 years

  • Risk band

    Risk level

    Risk label
  • 1
    Very low
  • 2
    Low
  • 3
    Low to medium
  • 4
    Medium
  • 5
    Medium to high
  • 6
    High
  • 7
    Very high

Risk level

4

Asset classes

  • Annual % returns
  • See how your money would have grown
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Annual returns [PDF]

About the option

The Alternative Growth option aims to achieve long-term capital growth by investing in a diversified mixture of assets with emphasis on alternative asset classes as well as Australian and overseas shares. It aims to deliver a more stable pattern of returns than would be expected in the Growth option by investing a significant component of the portfolio in alternative investments.

This option is suitable for members:

  • with an investment timeframe of at least seven years or someone whose financial situation allows a higher degree of risk
  • seeking to invest in a portfolio invested mainly in growth assets (such as shares, property and growth alternatives)
  • with a strong understanding of alternative investments and who seek to invest in these types of strategies.

What are the option’s objectives?

  • To achieve returns after tax and fees that exceed the inflation rate (as measured by the CPI) by at least 3.5% per year.^
  • To produce a less volatile return profile than the Growth option by investing a significant component of the portfolio in alternative investments.

^Over rolling 10 year periods

Compare to other options


This website contains general advice, not taking into account your objectives, financial situation or needs. Before acting on this advice you should determine if it is appropriate for you. Before acquiring a product, first read its product disclosure statement. Some products and services offered on this website are provided by third parties. The trustee is not responsible for the products or services, views or actions of these third parties. Terms and conditions may apply which should be obtained from the third parties direct. The trustee does not accept liability if loss or damage is incurred from the acquisition of third party products or services. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. CARE Super Pty Ltd (Trustee) ABN 91 006 670 060 AFSL 235226 CARE Super (Fund) ABN 98 172 275 725
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