Pension - Balanced Growth

Objective

To provide a return at least 3.00% p.a. above inflation (after investment-related fees, costs and tax) over rolling 10-year periods.

Investment performance

Take a sneak peek at how this option has performed! Want to see more? Check out the full returns over time

18.50%

Over the year ending 30 September 2024

8.03% p.a.

Over the last 10
years

See performance over time

Investment performance as at 30 September 2024. Returns provided are after investment fees, transaction costs and an allowance for taxes on investment income, but before administration fees have been taken out. Returns for periods of greater than one year are on a per annum compound basis. Return of capital and the performance of your investment in the Fund are not guaranteed. Past performance is not a reliable indicator of future performance.

Risks

Level of investment risk

Level 6

Expected return and risk profile

High

Estimated number of negative returns over any 20 year period

4 to less than 6

Suggested minimum timeframe

10 years

How this option is invested

Target - The asset allocation expected to achieve the investment objective over the investment period.

Asset allocation

Target

Growth

Australian shares

29.5%

International shares

29.5%

Listed property

Alternative-growth

Defensive

Alternative-defensive

Australian fixed interest

13%

Int’l fixed interest

13%

Cash