Suitability and risk

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

5 years
Suggested minimum investment time frame
Medium to high
Summary risk level
Pre-Mixed
Option type
$5.0 billion

Option size1

As at 31 March 2021

Expected frequency of negative annual return
3 to less than 4 in 20 years
Total investment fees and costs and transaction costs (%)
Super 0.42% | Pension 0.33%

Objective and performance

This option invests in a diversified portfolio of defensive assets like fixed interest and cash and growth assets like shares, property, infrastructure and private equity.

Objective

Outperform: CPI by 2.0% p.a. over 5 years2

Performance against objective

2
% p.a. over 5 years
As at 31 Mar 2021
CPI + 2.0% Conservative Balanced performance Outperformance
3.7 5.5 1.8
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 Conservative Balanced performance SuperRatings median performance Outperformance
1 month 0.85 1.64 -0.79
3 months 2.07 3.34 -1.27
Financial year to date 5.25 9.78 -4.53
1 year 7.10 12.31 -5.21
3 years 5.45 5.86 -0.41
5 years 5.46 6.18 -0.72
7 years 6.28 5.96 0.32
10 years 6.89 6.42 0.47
Periods less than a year are not annualised.

Conservative Balanced option performance ($)

2
As at 10 Jun 2021

Objective

Outperform: CPI by 2.0% p.a. over 5 years2

Performance against objective

2
% p.a. over 5 years
As at 31 Mar 2021
CPI + 2.0% Conservative Balanced performance Outperformance
3.7 6.4 2.7
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 Conservative Balanced performance SuperRatings median performance Outperformance
1 month 0.96 1.75 -0.79
3 months 2.35 3.74 -1.39
Financial year to date 6.06 10.83 -4.77
1 year 8.16 13.77 -5.61
3 years 6.32 6.43 -0.11
5 years 6.31 6.91 -0.60
7 years 7.26 6.72 0.54
10 years 7.92 7.20 0.72
Periods less than a year are not annualised.

Conservative Balanced option performance ($)

2
As at 10 Jun 2021