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Financial Sector (Collection of Data) (reporting standard) determination No. 12 of 2025
Table 5: MySuper And Choice Lifecycle PoTable 5: MySuper And Choice Lifecycle Portfolio Mix Design - Dynamic Mix
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Table 5: MySuper And Choice Lifecycle Portfolio Mix Design - Dynamic Mix
For RSEs offering a 'Lifecycle Portfolio Mix Design - Dynamic Mix' representative stage lifecycle option, report the investment options and respective % allocation that comprise the underlying investment pool for each lifecycle representative stage.
| Column | Field name | Unique identifier | Applicable to | Valid values | Description |
|---|---|---|---|---|---|
| 1 | Lifecycle Portfolio Mix Design – Dynamic Mix Investment Option Identifier | Y | All filers | No more than 20 alpha-numeric characters (with no special characters) | Report the investment option identifier for each lifecycle portfolio mix design – dynamic mix. |
| 2 | Underlying Investment Pool - Investment Option Identifier | Y | All filers | No more than 20 alpha-numeric characters (with no special characters) | Report the investment option identifier for all investment options the lifecycle portfolio mix design – dynamic mix is invested into. The investment option identifier must correspond to an investment option identifier reported in Reporting Form SRF 605.0 RSE Structure in SRS 605.0. |
| 3 | Percentage Allocation To Investment Pool | All filers | Percentage to 2 decimal places | For each investment option utilised as part of the underlying investment mix for the lifecycle investment option, report the percentage of allocation to that investment option. |