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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 a more aggressive, growth orientated asset allocation. 

Key information

Investment objective

Achieve a net return of at least 3.5% p.a. above inflation (measured by CPI) over a rolling 10 year period. The investment objectives are not forecasts or predictions. They simply represent a benchmark against which the Trustee monitors performance.

Strategy

Invest mainly in shares and property, which are expected to earn higher returns over the long term. Invest the balance in more stable assets like fixed interest securities.

Benchmark allocations

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

Benchmark asset allocation

Minimum investment timeframe

The minimum suggested time frame to invest in this product is long term (5 to 10 years). Members should hold the investment for a minimum of 5 years.

Standard risk measure

The risk level of this option is medium to high, with a likelihood of negative returns occurring 3.6 years in a 20 year period.

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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Get in touch

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