BALANCED GROWTH

Performance objective
To outperform (after fees and taxes) the rate of increase in inflation as measured by the Consumer Price Index by 4% 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 moderate exposure to money market and fixed interest securities, and a higher exposure to property and share investments.
 
Probability of a negative return
One in 9 years or 11% p.a.
 
Investment Management Fee
0.47% of assets per annum (or $4.70 per $1,000 invested)
 
External Investment Costs
0.33% of the underlying investment per annum (or $3.30 per $1,000 invested)
 
Target Asset Allocation

Balanced_Growth

















 

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