BALANCED

Performance objective

To outperform (after fees and taxes) the rate of increase in inflation as measured by the Consumer Price Index by 3.5% per annum over the longer term, and over at least two thirds of all rolling three-year periods.

 
Strategies

Invest in a diversified portfolio with a balanced exposure to cash and fixed interest securities, and property and share investments.

 
Probability of a negative return
One in 10 years or 10% p.a.
 
Investment Management Fee
0.43% of assets per annum (or $4.30 per $1,000 invested)
 
External Investment Costs
0.23% of the underlying investments per annum (or $2.30 per $1,000 invested)
 
Target Asset Allocation

 

Balanced
 

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