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Global assumptions update: Shares/managed funds returns (Wanderwell v3)
13 September 2022
Release overview
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Global Update
Pathfinder's default returns for some Shares/managed funds risk profiles have been updated based on the latest figures published in August by Lonsec, in the 2022 Strategic Asset Allocation Review.
As well, all sample and new blank cases have been updated to reflect these assumptions changes.
Shares/managed funds returns
Risk profile | Secure | Defensive | Conservative | Balanced | Growth | High Growth | ||||||
(% p.a.) | New | Old | New | Old | New | Old | New | Old | New | Old | New | Old |
Superannuation | 2.04 | 1.40 | 3.16 | 2.50 | 3.96 | 3.40 | 4.85 | 4.30 | 5.75 | 5.20 | 6.68 | 6.10 |
Pension | 2.40 | 1.70 | 3.68 | 3.00 | 4.59 | 3.90 | 5.58 | 4.90 | 6.60 | 6.00 | 7.64 | 7.00 |
Growth | 0.00 | 0.00 | 0.61 | 0.50 | 1.22 | 1.00 | 1.99 | 1.60 | 2.77 | 2.20 | 3.60 | 2.90 |
Distribution | 2.40 | 1.70 | 3.07 | 2.50 | 3.37 | 2.90 | 3.59 | 3.30 | 3.84 | 3.80 | 4.05 | 4.10 |
Notes for existing users
Please refresh your results for active cases
If you have any existing cases in progress, please refresh your results by clicking the Start Solve button for any scenarios where you created results on or before the release date of Tuesday 13 September 2022. This will ensure that all your scenarios are consistent. Note that the numbers in your results may change when you re-solve, but it is better to be consistent across scenarios. If you are unsure when your results were created, see How to check when your results were created.
For the updated assumptions, any cases you started before the release date will continue with the previous assumptions. Any cases you create after the release date will have the new assumptions.