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
$30.9 billion

Option size1

As at 30 November 2021

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.44% | 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.

Objective

To achieve returns that exceeds CPI by 3% over 10 years.2

Performance against objective

2
% p.a. over 10 years
As at 30 Sep 2021
CPI + 3% Balanced performance Outperformance
4.8 10.5 5.7
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 Nov 2021
Timeframe Balanced performance SuperRatings median performance Outperformance
1 month 0.90 0.55 0.35
3 months -0.57 -0.19 -0.38
Financial year to date 3.21 2.96 0.25
1 year 11.73 12.57 -0.84
3 years 11.52 9.56 1.96
5 years 9.90 8.42 1.48
7 years 9.09 7.71 1.38
10 years 10.33 9.01 1.32
Periods less than a year are not annualised.

Balanced option performance ($)

2
As at 17 Jan 2022

Objective

To achieve returns that exceeds CPI by 3% over 10 years.2

Performance against objective

2
% p.a. over 10 years
As at 30 Sep 2021
CPI + 3% Balanced performance Outperformance
4.8 11.8 7.0
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 Nov 2021
Timeframe Balanced performance SuperRatings median performance Outperformance
1 month 0.99 0.56 0.43
3 months -0.66 -0.35 -0.31
Financial year to date 3.56 3.06 0.50
1 year 12.81 13.51 -0.70
3 years 12.84 10.34 2.50
5 years 11.03 9.25 1.78
7 years 10.13 8.54 1.59
10 years 11.57 10.01 1.56
Periods less than a year are not annualised.

Balanced option performance ($)

2
As at 17 Jan 2022