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Global Update: Cash, Shares/managed funds, and Fixed interest returns (Voss v5)
29 July 2022
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Global Update
Pathfinder's default returns to Shares/managed funds, Cash, and Fixed interest were updated based on the latest forecasts published by Lonsec, in the Lonsec Capital Market Assumptions June 2022. Generally, all assets involved had an increase to their rate of return.
As well, all sample and new blank cases have been updated to reflect these assumptions changes.
Shares/managed funds
Pension phase returns (%) for all years (unless specified otherwise)
Old | New | |
Australian equities (direct) | 8.4 | 9.1 |
Australian equities (Trust) | 8.4 | 9.1 |
Cash (direct) | 2022: 0.1 2023 and onwards: 1.7 | 2.4 |
Cash (trust) | 2022: 0.1 2023 and onwards: 1.7 | 2.4 |
Australian bonds | 2.0 | 2.9 |
International bonds | 2.1 | 2.7 |
International Equities | 5.3 | 5.6 |
Emerging Markets Equities | 8.9 | 10.3 |
Listed Australian Property | 6.6 | 7.1 |
Listed Global Property | 5.9 | 6.2 |
Infrastructure | 6.0 | 7.0 |
Cash returns
Interest rate (%) changes
Old | New | |
Cash | 2022: 0.1 2023 and onwards: 1.7 | 2.4 |
Fixed interest
Interest rate (%) changes
Old | New | |
Fixed term | 0.6 | 2.9 |
Australian bonds | 2.0 | 2.9 |
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 Thursday 28 July 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.