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Defined Benefit

The defined benefit investment fund holds assets for employers whose employees are entitled to a specified benefit on retirement, regardless of investment outcomes.

Key information

Investment objective

We aim to achieve a long-term net return of at least 3% per annum above inflation (measured by CPI) over a 7-year rolling period.

Strategy

Invest mainly in shares and property, which are expected to deliver 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

These are the latest published investment returns for Defined Benefit.

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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