Asset allocation (by %)
Products
Total performance returns
Annualised
5 year 3 year 2 year 1 year 3.56% 2.70% 6.53% 2.87%
Managed Growth
5%
5.3%
14.7%
CLEARVIEW PENSION PLAN *
15%
10%
5%
45%
5%
Australian Shares Growth
CLEARVIEW MANAGED INVESTMENTS
6.36% 8.19% 24.44% 15.80%
CLEARVIEW PENSION PLAN *
8.06% 10.07% 25.46% 16.99%
CLEARVIEW ROLL-OVER BOND ** 6.77% 8.33% 21.71% 14.39% CLEARVIEW SUPERANNUATION AND ROLL-OVERS* 6.82% 8.39% 21.93% 14.57%
95%
Guaranteed
100%
CLEARVIEW SAVINGS BOND **^
0.00% 0.00% 0.00% 0.00%
5%
Managed Units
5.3%
14.7%
CLEARVIEW ROLL-OVER BOND **
3.32% 2.53% 5.94% 2.73%
15%
10%
CLEARVIEW SAVINGS BOND ** 1.86% 1.39% 4.46% 1.41% CLEARVIEW SUPERANNUATION AND ROLL-OVERS* 3.30% 2.52% 5.92% 2.69%
5%
45%
7.2%
CLEARVIEW MANAGED INVESTMENTS
4.23% 3.43% 8.56% 4.68%
22.8%
20%
CLEARVIEW PENSION PLAN *
4.77% 3.97% 9.28% 5.17%
CLEARVIEW ROLL-OVER BOND ** 4.08% 3.31% 7.80% 4.68% CLEARVIEW SUPERANNUATION AND ROLL-OVERS* 4.22% 3.61% 8.33% 4.65%
15%
5%
30%
10%
Diversified Stable
9.7%
CLEARVIEW MANAGED INVESTMENTS
1.57% 0.23% 2.76% -0.38%
5%
5.3%
5%
CLEARVIEW PENSION PLAN *
1.89% 0.85% 3.48% -0.19%
10%
CLEARVIEW ROLL-OVER BOND ** 1.52% 0.52% 2.95% 0.07% CLEARVIEW SUPERANNUATION AND ROLL-OVERS* 1.52% 0.62% 2.94% -0.24%
55%
Asset Allocation
Performance information as at March 2022. Past performance is not an indication of future performance. The value of an investment may rise and fall. ClearView Pension Plan previously known as ClearView Allocated Pension. The asset allocations shown are the target allocations for each fund and may not sum to 100 due to rounding. Due to market movement and timing of rebalances the actual allocation at any point in time may be up to 2% above or below those displayed. * Closed to additional/new investments and inward switches. ** Closed to additional/new investments. ^ ClearView Life Assurance Limited guarantees that the redemption price of Guaranteed Cash Units will not fall.
International Equities Australian Equities Listed Property Fixed Interest Listed Infrastructure Emerging Markets Cash and Short Term Securities
Investors please note: Past performance is not a basis for assessing future performance. Future performance is not guaranteed by the Responsible Entity, Manager or the Trustee, as applicable. The unit prices used for determining performance calculations are based on exit prices. Performance figures are net of ongoing management fees and applicable government taxes or duties, and do not include entry or exit fees. Performance figures for the ClearView Managed Investments assume the reinvestment of distributions. Unit prices do not take into account any entry or exit fees applicable to the product. Unit prices are dependent on economic conditions, investment manage- ment, future taxation and management charges. ClearView Life Assurance Limited, trading as ClearView Life, guarantees that the price of Guaranteed Cash units will not fall. The value of other types of units may rise and fall. ClearView Superannuation and Roll-overs and ClearView Pension Plans are issued by ClearView Life Nominees Pty Limited as Trustee of the ClearView Retirement Plan. ClearView Managed Investments are issued by ClearView Financial Management Limited as the responsible entity. Full details for the above products and their terms and conditions are described in the relevant Product Disclosure Statements ( PDS ). You should consider the relevant PDS in making a decision whether to buy or continue to hold the product. You can obtain a PDS for a product by calling ClearView on 132 977. The ClearView Savings Bond and ClearView Roll-over Bond are closed to further investment and are issued by ClearView Life Assurance Limited trading as ClearView Life. ClearView Financial Management Limited ABN 99 067 544 549 AFS Licence No. 227677. ClearView Life Nominees Pty Limited ABN 37 003 682 175 AFS Licence No. 227683 RSE Licence No. L0000802. ClearView Life Assurance Limited ABN 12 000 021 581 AFS Licence No. 227682, which also trades as ClearView Life.
Viewpoint Edition 2 2022 • 11
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