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Changes to strategic asset allocations and ranges for some investment options

In August, we advised that we’ll be changing the name, investment strategy, objective and Standard Risk Measure (SRM) band for some investment options to reflect the new options and the change of underlying investment managers. You can view the update here.

In addition to the above changes, we’ll be adjusting the strategic asset allocations and ranges for the following Super Retirement Fund (SRF) and Resolution Life (RLA) investment options. You can view details of the changes here.

The impacted investment options are as follows.

Single SectorInvestment Options
Fixed Income•    Macquarie Australian Fixed Income
•    Australian Fixed Interest
•    Multi-Manager Fixed Income
•    NC – Global Fixed Income
•    Fixed Interest
Real Assets•    Global Property Securities
•    NC – Global Property Securities
Cash•    Guaranteed Cash
•    NC – Cash
•    Cash
•    Savings
Conservative•    Capital Secure
•    Capital Defensive
•    Capital Stable
•    NC – Conservative
•    DM Capital Secure
•    DP Capital Secure
•    Capital Stable Growth
•    Consensus Stable
•    Stable
•    Capital Secure Fund (policies opened before 1 July 1995)
•    Capital Secure Fund (policies opened on or after 1 July 1995)
•    Capital Secure

 

DiversifiedInvestment Options
Balanced•    Balanced
•    NC – Diversified
Growth•    Growth
•    NC – Managed
•    MM Balanced
•    LM Managed Growth
•    LL Managed Growth (Version 1)
•    LL Managed Growth (Version 2)
•    B Managed Growth
•    LP Managed Growth
•    OM Managed Growth Protected
•    OM Managed Growth Unprotected
•    Balanced
•    Managed Growth
•    Balanced Growth
•    Managed
•    Balanced – Ordinary
•    Consensus Managed
•    Managed Fund (policies opened before 1 July 1995)
•    Managed Fund (policies opened on or after 1 July 1995)
•    PM Growth
High Growth•    High Growth
•    NC – Growth

 

We’ll progressively roll out the changes from December 2024, and customers will see the changes reflected in our documents and on My Resolution Life portal.

The Investment Report will be updated progressively with the changes. For a list of all available investment options, click here and select an investment type and product name from the drop-down box, then click on the Investment Report.

Customers who hold products with these investment options will be notified of the changes. 


What you need to know

Any advice on this website is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), and is general advice and does not take into account your objectives, financial situation or needs. Before acting on this advice, you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs, as well as the relevant product disclosure statement and/or policy document, available from Resolution Life at resolutionlife.com.au or by calling 133 731, before making a decision on whether to acquire, or continue to hold, the product. 

The Target Market Determinations (TMDs) for our financial products (where applicable) can be found at Target Market Determinations (TMDs). The TMDs describe the key features and attributes of an applicable product that affect whether it is likely to be consistent with the objectives, financial situation and needs of consumers in the target market.

Resolution Life is part of the Resolution Life Group and can be contacted via contact us or by calling the phone number mentioned above.