Defensive Equity - Sharper toolkit

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
Raewyn Williams

Managing Director

Research

+61 434 372 210
Raewyn Williams
Raewyn Williams
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