Balanced
The Balanced option seeks medium to high long-term returns through a balanced exposure to risk. It is intended to be suitable for members with a moderate to high risk level.
Note: Past performance should not be taken as an indication of future performance.
Dashboard
Return1
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Return target2
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- Financial Year Net Return
- 10 Year Average Net Return
- 10 Year Average Return Target
- Financial Year Net Return
- 10 Year Average Net Return
- 10 Year Average Return Target
Level of investment risk4
5 (medium - high)
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Statement of fees and other costs5
$0 per year
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Details
Objective
To out-perform (after tax & fees) the Consumer Price Index (CPI) by 3% a year over rolling seven-year periods.
Summary risk level
Minimum suggested time frame:
7 years
Estimated number of negative annual returns over any 20 year period: 3.9/20 years
Minimum suggested time frame: 7 years
Standard risk measure:* 5 (medium - high)
Investment Option Asset Allocation
Actual assest allocations
As at 26 April 2016
Standard risk measure:* 5 (medium - high)