Suitability and risk
Suits members who want exposure to a range of higher risk asset classes and are comfortable with the value of their investments fluctuating.
10 years
Suggested minimum investment time frame
Medium to High
Summary risk level
Pre-Mixed
Option type
$43.2 billion
Option size1
As at 31 July 2023
Expected frequency of negative annual return
3 to less than 4 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.51% | Pension: 0.44%
Objective and performance
The Balanced investment option invests in a diversified portfolio of mainly higher risk assets such as Australian and international shares, property, infrastructure and private equity with some fixed interest and cash investments.
Please refer to the PDS for the most up to date investment returns objective information.
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 Oct 2023
Timeframe | Balanced performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -1.34 | -1.56 | 0.22 |
3 months | -3.62 | -3.72 | 0.10 |
Financial year to date | -2.52 | -2.22 | -0.30 |
1 year | 5.13 | 4.33 | 0.80 |
3 years | 5.70 | 5.70 | 0.00 |
5 years | 6.60 | 5.59 | 1.01 |
7 years | 7.19 | 6.21 | 0.98 |
10 years | 7.32 | 6.41 | 0.91 |
Periods less than a year are not annualised.
Balanced option performance ($)
2As at 30 Nov 2023
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 Oct 2023
Timeframe | Balanced performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -1.50 | -1.78 | 0.28 |
3 months | -4.05 | -4.25 | 0.20 |
Financial year to date | -2.82 | -2.56 | -0.26 |
1 year | 5.86 | 4.51 | 1.35 |
3 years | 6.17 | 6.22 | -0.05 |
5 years | 7.30 | 6.10 | 1.20 |
7 years | 7.97 | 6.92 | 1.05 |
10 years | 8.17 | 7.06 | 1.11 |
Periods less than a year are not annualised.
Balanced option performance ($)
2As at 30 Nov 2023