Investment basics

Asset classes are the building blocks of investment. They comprise of two groups:

Growth Assets

  • Shares
  • Property
  • Private equity
  • Infrastructure

 

Defensive Assets

  • Fixed interest
  • Cash
  • Absolute return funds


Growth assets have the potential for long-term growth, but carry more investment risk.

Defensive assets tend to produce lower returns, but more stable returns over the long term.

 

Things to consider

When choosing how to invest your retirement money, you may wish to consider:

  • How much investment risk are you comfortable with?
  • How much investment time you have on your side?
  • Achieving a balance with any other investments you may have; and,
  • Your requirements for cash withdrawals to cover planned or unexpected expenses.


More information

Download TransPension's Product Disclosure Statement. and read the investment basics section
 

Professional advice

For personal advice on planning for your retirement, we recommend you see a professional adviser like Money Solutions*. Contact Money Solutions by calling 1800 046 144. They will be able to help you make decisions based on your individual circumstances.

*The trustee is not responsible for and does not accept liability for the products or services of Money Solutions. You should use your own judgement before taking up any product or services offered by Money Solutions.