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
$29.3 billion

Option size1

As at 30 June 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 30 Jun 2021
CPI + 3% Balanced performance Outperformance
4.8 9.6 4.8
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 Jun 2021
Timeframe Balanced performance SuperRatings median performance Outperformance
1 month 2.35 2.00 0.35
3 months 5.09 5.32 -0.23
Financial year to date 17.60 17.60 0.00
1 year 17.60 17.60 0.00
3 years 9.23 7.88 1.35
5 years 9.55 8.43 1.12
7 years 9.23 7.79 1.44
10 years 9.55 8.27 1.28
Periods less than a year are not annualised.

Balanced option performance ($)

2
As at 27 Jul 2021

Objective

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

Performance against objective

2
% p.a. over 10 years
As at 30 Jun 2021
CPI + 3% Balanced performance Outperformance
4.8 10.7 5.9
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 30 Jun 2021
Timeframe Balanced performance SuperRatings median performance Outperformance
1 month 2.33 2.07 0.26
3 months 5.37 5.74 -0.37
Financial year to date 19.43 19.21 0.22
1 year 19.43 19.18 0.25
3 years 10.34 8.46 1.88
5 years 10.67 9.24 1.43
7 years 10.33 8.53 1.80
10 years 10.71 9.11 1.60
Periods less than a year are not annualised.

Balanced option performance ($)

2
As at 27 Jul 2021