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Everything you need to know about opening a super account and managing your money for the future
Everything you need to know about your investment options with Equip, including unit prices and returns.
Everything you need to know about retirement, your super, drawing a pension, and ensuring your money last longer.
Everything you need to know about joining Equip as an employer.
Everything you need to know about Equip's financial planning services.
Access Equip's various tools and resources including our MyFuture calculator.
This option is the default investment option for those members who do not nominate their preferred investment option. It is designed to achieve a balance between risk and return that favours a growth bias.
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.
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.
Summary risk level
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.
*Past performance is not an indication of future performance.
Unit prices for our investment options are the basis on which your account balance is calculated. If you want to see how unit prices have moved over time and even compare investment options, you can see them in table or graphical format.
The way we manage your investments is important to understanding why we have consistently been a top-performing Australian super fund over many years.*
It is important that your investments are right for you and in tune with your risk tolerance. Meet our planners
See how your super stacks up, and how you can help it grow. Try it out
© 2020 Togethr Trustees Pty Ltd ABN 64 006 964 049 AFSL 246383 - *Past performance is not an indication of future performance
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