Financial Sector (Collection of Data) (reporting standard) determination No. 42 of 2023
Strategic sectorStrategic sector
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Strategic sector
Report the benchmark allocation to each strategic sector set as part of the board approved strategic asset allocation, reporting ‘Not Applicable’ for strategic subsector, strategic subsector domicile type, strategic subsector listing type and strategic subsector international economy type. Where the investment option is managed on a dynamic asset allocation basis and a benchmark asset allocation has been adopted, report the allocation in column 10. Where the investment option does not have asset allocation ranges, and thus no lower or upper benchmarks, leave column 11 and column 12 blank.
Where the listing is not specified when setting the strategic asset allocation, report investment strategic sector listing type as ‘Not Specified’. Report investment strategic sector listing type as ‘Not Applicable’ for asset class type ‘Cash’.
Where the investment domicile is not specified when setting the strategic asset allocation, report investment strategic sector domicile type as ‘Not Specified’.
Report investment strategic sector international economy type as ‘Not Applicable’ for investment strategic sector domicile type ‘Australian Domicile’. Where the investment strategic sector international economy type is not specified, report investment strategic sector domicile type as ‘Not Specified’.
Where the investment option type is Separately Managed Account or Managed Discretionary Account, report the asset allocation of the model portfolio.