Suitability and risk
Suits members who want exposure to a range of asset classes and are less comfortable with large fluctuations in the value of their investments.
5 years
Suggested minimum investment time frame
Medium
Summary risk level
Pre-Mixed
Option type
$2.9 billion
Option size1
As at 30 April 2022
Expected frequency of negative annual return
2 to less than 3 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.36% | Pension: 0.29%
Objective and performance
The Conservative investment option invests in a diversified portfolio of largely lower risk assets like fixed interest and cash, and some higher risk and moderate risk assets like shares, property, infrastructure and private equity.
Please refer to the PDS for the most up to date investment returns objective information.
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 May 2022
Timeframe | Conservative performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -0.32 | -0.61 | 0.29 |
3 months | -0.71 | -1.52 | 0.81 |
Financial year to date | 0.87 | -1.38 | 2.25 |
1 year | 1.94 | -0.63 | 2.57 |
3 years | 3.05 | 2.72 | 0.33 |
5 years | 3.60 | 3.38 | 0.22 |
7 years | 3.85 | 3.52 | 0.33 |
10 years | 5.26 | 4.87 | 0.39 |
Periods less than a year are not annualised.
Conservative option performance ($)
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 | Conservative performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -0.36 | -0.73 | 0.37 |
3 months | -0.79 | -1.75 | 0.96 |
Financial year to date | 1.04 | -1.47 | 2.51 |
1 year | 2.07 | -0.70 | 2.77 |
3 years | 3.52 | 3.01 | 0.51 |
5 years | 4.21 | 3.72 | 0.49 |
7 years | 4.51 | 3.82 | 0.69 |
10 years | 6.14 | 5.24 | 0.90 |
Periods less than a year are not annualised.
Conservative option performance ($)
2As at 23 Jun 2022