Asset allocation

Asset allocation refers to your investment strategy, or the way you divide your money between the asset classes. Your allocation will depend on your personal needs and circumstances, including your time horizon and tolerance for risk.

Getting expert advice

The most effective way to determine your allocation is by working with a financial planner. They can help you work through your investor profile and determine which asset allocation is best suited to your needs.

Sunsuper provides support to help you make the right investment decisions. Call 13 11 84 to speak to our Member Advice Centre, or to arrange an appointment with a Sunsuper financial planner. For more information on asset allocation, download a copy of our Investment guide.