Defensive Equity - Sharper toolkit
May 8, 2018

Defensive Equity: A Sharper Tool for Your Lifecycle Toolkit

The use of lifecycle investment strategies is on the rise, with two super funds launching new lifecycle solutions in the past month. In our latest research, we explain how lifecycle strategies work and why funds are considering them as potential ‘MyRetirement’ solutions. We explore one idea for improving retirement outcomes for lifecycle members: using a ‘mid-step’ defensive equity allocation to mitigate the rather harsh series of leaps from equities to fixed income that characterise lifecycle strategies.

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Raewyn Williams

Head of Research
Australia & New Zealand

+61 434 372 210
Raewyn Williams