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
$24.3 billion
Option size1
As at 31 October 2020
Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.46% | Pension: 0.38%
Objective and performance
This option invests in a diversified portfolio of mainly growth assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 Oct 2020
| Timeframe | Balanced performance | SuperRatings median performance | Outperformance |
|---|---|---|---|
| 1 month | -0.01 | 0.41 | -0.42 |
| 3 months | 1.83 | 1.39 | 0.44 |
| Financial year to date | 2.64 | 2.28 | 0.36 |
| 1 year | 1.41 | -0.70 | 2.11 |
| 3 years | 6.56 | 4.68 | 1.88 |
| 5 years | 7.35 | 5.71 | 1.64 |
| 7 years | 8.03 | 6.45 | 1.58 |
| 10 years | 8.38 | 7.11 | 1.27 |
Periods less than a year are not annualised.
Balanced option performance ($)
2As at 01 Dec 2020
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 Oct 2020
| Timeframe | Balanced performance | SuperRatings median performance | Outperformance |
|---|---|---|---|
| 1 month | 0.00 | 0.42 | -0.42 |
| 3 months | 2.09 | 1.52 | 0.57 |
| Financial year to date | 2.99 | 2.49 | 0.50 |
| 1 year | 1.61 | -0.91 | 2.52 |
| 3 years | 7.42 | 5.13 | 2.29 |
| 5 years | 8.25 | 6.25 | 2.00 |
| 7 years | 9.04 | 7.13 | 1.91 |
| 10 years | 9.45 | 7.79 | 1.66 |
Periods less than a year are not annualised.
Balanced option performance ($)
2As at 01 Dec 2020