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
$30.4 billion
Option size1
As at 30 April 2022
Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.44% | Pension: 0.37%
Objective and performance
The Balanced investment option invests in a diversified portfolio of mainly higher risk assets such as Australian and international shares and private equity, and moderate risk assets such as property and infrastructure, with some lower risk assets such as fixed interest and cash.
Please refer to the PDS for the most up to date investment returns objective information.
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 May 2022
Timeframe | Balanced performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -1.19 | -1.08 | -0.11 |
3 months | -2.08 | -1.19 | -0.89 |
Financial year to date | -1.53 | -0.37 | -1.16 |
1 year | 0.78 | 1.50 | -0.72 |
3 years | 6.77 | 6.23 | 0.54 |
5 years | 7.25 | 6.53 | 0.72 |
7 years | 6.95 | 6.13 | 0.82 |
10 years | 9.29 | 8.34 | 0.95 |
Periods less than a year are not annualised.
Balanced option performance ($)
2As at 23 Jun 2022
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 May 2022
Timeframe | Balanced performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -1.31 | -1.17 | -0.14 |
3 months | -2.29 | -1.29 | -1.00 |
Financial year to date | -1.66 | -0.77 | -0.89 |
1 year | 0.63 | 1.19 | -0.56 |
3 years | 7.46 | 6.72 | 0.74 |
5 years | 8.04 | 7.01 | 1.03 |
7 years | 7.78 | 6.70 | 1.08 |
10 years | 10.44 | 9.15 | 1.29 |
Periods less than a year are not annualised.
Balanced option performance ($)
2As at 23 Jun 2022