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Balanced

This option is designed for members who want a balance between risk and return. 

Key information

Investment objective

Superannuation / transition to retirement pensions: Achieve a net return of at least 2% p.a. above CPI over rolling 7-year periods. 

Account based pensions: Achieve a net return of at least 2.5% p.a. above CPI over rolling 7-year periods. 

Strategy

Provides an even distribution between growth and defensive assets. The aim is to provide capital growth with reduced volatility. Growth/defensive split: 52% / 48%. 

Benchmark allocations

Actual asset allocation for each asset class may vary from time to time within the permitted ranges published in the table below.

Minimum investment timeframe

The minimum suggested timeframe to invest in this product is 7 years. 

Standard risk measure

The risk level of this option is medium to high, with a likelihood of negative returns occurring 4.0 years in a 20-year period. 

Benchmark asset allocation

These are the latest published investment returns for Balanced.

Our investment approach

The way we manage your investments is important to understanding why we have consistently been a top-performing Australian super fund over many years.*

Our Investment Approach
Low fees and a history of strong returns. Compare us.

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