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
$27.4 billion

Option size1

As at 31 March 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 31 Mar 2021
CPI + 3% Balanced performance Outperformance
4.8 8.9 4.1
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 Mar 2021
Timeframe Balanced performance SuperRatings median performance Outperformance
1 month 1.34 2.02 -0.68
3 months 1.97 2.98 -1.01
Financial year to date 11.90 11.50 0.40
1 year 22.80 18.93 3.87
3 years 9.34 7.18 2.16
5 years 9.36 7.99 1.37
7 years 8.85 7.34 1.51
10 years 8.92 7.65 1.27
Periods less than a year are not annualised.

Balanced option performance ($)

2
As at 06 May 2021

Objective

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

Performance against objective

2
% p.a. over 10 years
As at 31 Mar 2021
CPI + 3% Balanced performance Outperformance
4.8 10.0 5.2
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 Mar 2021
Timeframe Balanced performance SuperRatings median performance Outperformance
1 month 1.48 2.16 -0.68
3 months 2.22 3.08 -0.86
Financial year to date 13.35 12.81 0.54
1 year 25.45 21.47 3.98
3 years 10.47 7.81 2.66
5 years 10.47 8.79 1.68
7 years 9.92 8.07 1.85
10 years 10.03 8.41 1.62
Periods less than a year are not annualised.

Balanced option performance ($)

2
As at 06 May 2021