My AutoSuper (Balanced)
The My AutoSuper (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.
Use this dashboard to compare My AutoSuper (Balanced) option with other MySuper products. Go to ASIC’s MoneySmart website for more information on how to pick the right MySuper fund for you.
Note: Past performance should not be taken as an indication of future performance.
Dashboard
Return1
10 year average return of the My AutoSuper (Balanced) option of 6.68% as at 30 June 2020.
Return target2
Return target for 2020-2029 of 3.3% per year above the Consumer Price Index (CPI), after fees and taxes.
Comparison between Return Target and Return
- 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)
Negative returns expected less than 4 years out of every 20 years. The higher the expected return target, the more often you would expect a year of negative returns.
Statement of fees and other costs5
$513 per year
**Fees and other costs for a member with a $50,000 balance.
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
* Figures may not total 100% due to rounding. Read more
Standard risk measure:* 5 (medium - high)