Australia $151 Billion Sovereign Wealth Fund Future Fund Announced New Mandate to Consider National Priorities for Investment Decisions Including Clean Energy, Housing & Infrastructure Projects, Benchmark Rate of Return Remains at +4% to 5% Above Inflation
7th January 2025 | Hong Kong
Australia sovereign wealth fund Future Fund has announced new mandate to consider national priorities for investment decisions including clean energy, housing & infrastructure projects. The benchmark rate of return remains at +4% to 5% above inflation. In 2024 September, Australia Future Fund reported $151 billion (AUD 225 billion) AUM & +9.1% annual return in the last 12 months (Ending 2024 June), +6.7% annual return in last 5 years, +8.3% annual return in last 10 years, with mandate target return at 6.9% or CPI +4% to +5% per year return. Future Fund Portfolio Allocation – Australia Equity 10.3%, Global Equities 27%, Private Equity 14.5%, Property 5.4%, Infrastructure & Timberland 9.9%, Credit 11%, Alternatives 15.2%, Cash 6.7%.
“ Australia $151 Billion Sovereign Wealth Fund Future Fund Announced New Mandate to Consider National Priorities for Investment Decisions Including Clean Energy, Housing & Infrastructure Projects, Benchmark Rate of Return Remains at +4% to 5% Above Inflation “
Australia Sovereign Wealth Fund Future Fund Reports $151 Billion (AUD 225 Billion) AUM & +9.1% Annual Return in Last 12 Months, +6.7% Annual Return in Last 5 Years, +8.3% Annual Return in Last 10 Years, Mandate Target Return at 6.9% or CPI +4% to +5% Per Year Return, Portfolio Allocation Australia Equity 10.3%, Global Equities 27%, Private Equity 14.5%, Property 5.4%, Infrastructure & Timberland 9.9%, Credit 11%, Alternatives 15.2%, Cash 6.7%
5th September 2024 – Australia sovereign wealth fund Future Fund has reported $151 billion (AUD 225 billion) AUM & +9.1% annual return in the last 12 months (Ending 2024 June), +6.7% annual return in last 5 years, +8.3% annual return in last 10 years, with mandate target return at 6.9% or CPI +4% to +5% per year return. Future Fund Portfolio Allocation – Australia Equity 10.3%, Global Equities 27%, Private Equity 14.5%, Property 5.4%, Infrastructure & Timberland 9.9%, Credit 11%, Alternatives 15.2%, Cash 6.7%.
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