Suitability and risk

Suits members who want exposure to a range of asset classes and are comfortable with the value of their investments fluctuating.

10 years
Suggested minimum investment time frame
High
Summary risk level
Pre-Mixed
Option type
$27.4 billion

Option size1

As at 31 March 2021

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.46% | Pension: 0.38%

Objective and performance

This option invests in a diversified portfolio of mainly growth assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.

Objective

Outperform: CPI by 3% p.a. over 10 years2

Performance against objective

2
% p.a. over 10 years
As at 31 Mar 2021
CPI + 3% Balanced performance Outperformance
4.8 8.9 4.1
Performance objectives are not promises or predictions of any particular rate of return.

Performance against peers

2
Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 30 Apr 2021
Timeframe Balanced performance SuperRatings median performance Outperformance
1 month 2.13 2.17 -0.04
3 months 4.47 4.89 -0.42
Financial year to date 14.29 13.91 0.38
1 year 18.70 17.53 1.17
3 years 9.37 7.33 2.04
5 years 9.50 8.12 1.38
7 years 9.00 7.51 1.49
10 years 9.17 7.85 1.32
Periods less than a year are not annualised.

Balanced option performance ($)

2
As at 10 Jun 2021

Objective

Outperform: CPI by 3% p.a. over 10 years2

Performance against objective

2
% p.a. over 10 years
As at 31 Mar 2021
CPI + 3% Balanced performance Outperformance
4.8 10.0 5.2
Performance objectives are not promises or predictions of any particular rate of return.

Performance against peers

2
Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 30 Apr 2021
Timeframe Balanced performance SuperRatings median performance Outperformance
1 month 2.35 2.32 0.03
3 months 4.95 5.33 -0.38
Financial year to date 16.01 15.43 0.58
1 year 20.72 19.49 1.23
3 years 10.49 7.98 2.51
5 years 10.62 8.83 1.79
7 years 10.12 8.23 1.89
10 years 10.29 8.63 1.66
Periods less than a year are not annualised.

Balanced option performance ($)

2
As at 10 Jun 2021