Options for every type of investor

We offer pre-mixed investments chosen by our experts, or you can build and manage your own portfolio with sector options. Explore each option in detail to see the risk level, expected frequency of negative returns and asset allocations.

Pre-Mixed options

Pick an option you're comfortable with and let our fund managers do the work. They’ll allocate and manage investments for you.

Average return figures are as at 1 October 2020.

  • Conservative

    5 years
    Suggested minimum investment time frame
    4.5%
    p.a.*
    Average return over 5 years
    Objective: Outperform CPI by 1.0% p.a. over 5 years
  • Conservative Balanced

    5 years
    Suggested minimum investment time frame
    5.5%
    p.a.*
    Average return over 5 years
    Objective: Outperform CPI by 2.0% p.a. over 5 years
  • Balanced

    10 years
    Suggested minimum investment time frame
    8.5%
    p.a.*
    Average return over 10 years
    Objective: Outperform CPI by 3% p.a. over 10 years
  • Growth

    7 years
    Suggested minimum investment time frame
    9.1%
    p.a.*
    Average return over 7 years
    Objective: Outperform CPI by 4% p.a. over 7 years
  • High Growth

    7 years
    Suggested minimum investment time frame
    10.0%
    p.a.*
    Average return over 7 years
    Objective: Outperform CPI by 4.5% p.a. over 7 years
  • Sustainable High Growth

    7 years
    Suggested minimum investment time frame
    10.6%
    p.a.*
    Average return over 7 years
    Objective: Outperform CPI by 4.5% p.a. over 7 years
  • Sustainable Balanced

    6 years
    Suggested minimum investment time frame
    8.7%
    p.a.*
    Average return over 6 years
    Objective: Outperform CPI by 3% p.a. over 6 years

Sector

Build your own portfolio with our Sector investment options. These are single asset classes that you can mix and match or combine with our Pre-Mixed options to build a diverse portfolio. Choosing these options means you’ll need to be a little more hands-on with managing how your portfolio is allocated.

Average return figures are as at 1 October 2020. 


  • 1 year
    Suggested minimum investment time frame
    0.7%
    p.a.*
    Average return over 1 year
    Objective: To achieve the RBA cash rate each year.
  • Australian Bond

    5 years
    Suggested minimum investment time frame
    4.0%
    p.a.*
    Average return over 5 years
    Objective: Returns that match the relevant bond index (before fees and taxes) over 5 years
  • Listed Property

    6 years
    Suggested minimum investment time frame
    6.5%
    p.a.*
    Average return over 6 years
    Objective: Outperform CPI by 3% p.a. over 6 years
  • Australian Shares

    7 years
    Suggested minimum investment time frame
    7.1%
    p.a.*
    Average return over 7 years
    Objective: Outperform CPI by 4.5% p.a. over 7 years
  • International Shares

    7 years
    Suggested minimum investment time frame
    12.8%
    p.a.*
    Average return over 7 years
    Objective: Outperform CPI by 4.5% p.a. over 7 years
  • Australian Equity Income

    7 years
    Suggested minimum investment time frame
    6.7%
    p.a.*
    Average yield over 7 years
    Objective: To achieve a gross yield which exceeds the dividend yield of the Australian equity market and provide potential for capital growth over 7 years.
  • Global Companies in Asia

    7 years
    Suggested minimum investment time frame
    13.4%
    p.a.*
    Average return over 7 years
    Objective: Outperform CPI by 4.5% p.a. over 7 years
  • Global Environmental Opportunities

    7 years
    Suggested minimum investment time frame
    13.2%
    p.a.*
    Average return over 7 years
    Objective: Outperform CPI by 4.5% p.a. over 7 years
  • Diversified Credit Income

    4 years
    Suggested minimum investment time frame
    2.1%
    p.a.*
    Average return over 4 years
    Objective: Outperform CPI by 1% p.a. over 4 years
Objectives are not promises or predictions of any particular rate of return. Option returns are calculated net of investment expenses and Fund taxes but are gross of account-based fees. Due to rounding, excess return may not equate to the difference between option return and median return.
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