About Protect

We have a responsibility to safeguard the benefits of the scheme for all members
and participating employers

Investment

Investment - Protect: Severance and Income Protection benefits

Protect’s significant investment portfolio supports the sound management of Australia’s best industry severance scheme for the benefit of workers and their families.

The Protect Board is committed to responsibly managing the scheme’s finances to provide for superior investment, legal and audit advice and continuous improvements in member services.

Protect’s balanced investment strategy is structured to withstand short-term market fluctuations, while targeting growth over the medium term.

As of June 2010:
  • 46 per cent of funds invested were held in growth assets, comprising Australian and international shares and diversified property trusts
  • 54 per cent of funds were invested in managed-growth, income generating assets, such as cash and fixed interest accounts

During the past two years, the volatility of local and global share markets has affected the value of investment portfolios held by superannuation funds, industry severance schemes, governments and numerous corporations.

During financial year 2009/10, the total market value of funds invested by Protect rose marginally from $145.7 million to $157 million. An increase of $18.5 million in net contributions to Protect during the year and a negligible increase of 0.79% in the value of the scheme’s investments due to difficult investment conditions as a result of the global financial crisis.