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Balanced Growth

This option is designed for members who want a balance between risk and return, but who are prepared to accept an asset allocation weighted toward growth assets. 

Key information

Investment objective

Superannuation / transition to retirement pensions: Achieve a net return of at least 3% p.a. above CPI over rolling 10-year periods. 

Account based pensions: Achieve a net return of at least 3.5% p.a. above CPI over rolling 10-year periods. 


Invests mainly in growth assets such as shares, property and infrastructure, which are expected to earn higher returns over the long term, with the balance invested in more stable assets like fixed interest securities and other defensive assets. Growth/defensive split: 65% / 35%. 

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 10 years. 

Standard risk measure

The risk level of this option is high, with a likelihood of negative returns occurring 4.3 years in a 20-year period. 

Benchmark asset allocation

These are the latest published investment returns for Balanced Growth.

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
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