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
Summary risk level
Pre-Mixed
Option type
$7.9 billion

Option size1

As at 29 February 2024

Expected frequency of negative annual return
Two to less than three in 20 years
Total investment fees and costs and transaction costs (%)
Super 0.53% | Pension 0.46%

Objective and performance

To invest in a diversified portfolio of assets like fixed interest and cash, shares, property, infrastructure and private equity.

Objective

To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 2.0% p.a. more than inflation (CPI) over the suggested time frame.2

Performance against objective

2
% p.a. over 5 years
As at 31 Mar 2024
CPI + 2.0% Conservative Balanced performance Outperformance
5.8 4.9 -0.9
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 31 May 2024
Timeframe Conservative Balanced performance SuperRatings median performance Outperformance
1 month 0.62 0.88 -0.26
3 months 0.76 0.88 -0.12
Financial year to date 5.25 6.75 -1.50
1 year 5.62 7.52 -1.90
3 years 4.52 3.56 0.96
5 years 4.48 4.72 -0.24
7 years 4.84 4.95 -0.11
10 years 5.69 5.42 0.27
Periods less than a year are not annualised.

Conservative Balanced option performance ($)

2
As at 14 Jul 2024

Objective

To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 2.0% p.a. more than inflation (CPI) over the suggested time frame.2

Performance against objective

2
% p.a. over 5 years
As at 31 Mar 2024
CPI + 2.0% Conservative Balanced performance Outperformance
5.8 5.5 -0.3
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 31 May 2024
Timeframe Conservative Balanced performance SuperRatings median performance Outperformance
1 month 0.70 1.01 -0.31
3 months 0.87 0.87 0.00
Financial year to date 5.96 7.57 -1.61
1 year 6.56 8.26 -1.70
3 years 5.05 4.35 0.70
5 years 5.07 5.34 -0.27
7 years 5.53 5.86 -0.33
10 years 6.53 6.30 0.23
Periods less than a year are not annualised.

Conservative Balanced option performance ($)

2
As at 14 Jul 2024