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
Low to medium
Summary risk level
Pre-Mixed
Option type
$4.0 billion
Option size1
As at 30 November 2023
Expected frequency of negative annual return
1 to less than 2 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.54% | Pension: 0.47%
Objective and performance
The Conservative investment option invests in a diversified portfolio of mainly assets like fixed interest and cash, and some assets like shares, property, infrastructure and private equity.
Please refer to the PDS for the most up to date investment returns objective information.
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 Jan 2024
Timeframe | Conservative performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | 0.37 | 0.50 | -0.13 |
3 months | 3.10 | 4.85 | -1.75 |
Financial year to date | 2.78 | 3.61 | -0.83 |
1 year | 4.01 | 5.00 | -0.99 |
3 years | 3.30 | 2.69 | 0.61 |
5 years | 3.73 | 3.64 | 0.09 |
7 years | 4.04 | 3.90 | 0.14 |
10 years | 4.60 | 4.24 | 0.36 |
Periods less than a year are not annualised.
Conservative option performance ($)
2As at 18 Mar 2024
Performance against peers
2Compare performance against the median performance of the top funds as identified by SuperRatings.2
% p.a.
As at 31 Jan 2024
Timeframe | Conservative performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | 0.43 | 0.53 | -0.10 |
3 months | 3.55 | 5.11 | -1.56 |
Financial year to date | 3.21 | 3.93 | -0.72 |
1 year | 4.76 | 5.56 | -0.80 |
3 years | 3.78 | 3.01 | 0.77 |
5 years | 4.33 | 3.93 | 0.40 |
7 years | 4.72 | 4.28 | 0.44 |
10 years | 5.37 | 4.76 | 0.61 |
Periods less than a year are not annualised.
Conservative option performance ($)
2As at 18 Mar 2024
Allocations
Strategic asset allocation
3As at 28 September 2023
Asset class | Allocation |
---|---|
Cash & Fixed Interest
|
65.0% |
Infrastructure & Private Equity
|
10.0% |
Australian Shares
|
9.0% |
Property
|
9.0% |
International Shares
|
7.0% |
Australian Shares
- National Australia Bank Ltd
- Commonwealth Bank of Australia
- Westpac Banking Corp
- BHP Group Ltd
- ASX Ltd
- Rio Tinto Ltd
- Wesfarmers Ltd
- CSL Ltd
- Macquarie Group Ltd
- Woolworths Group Ltd
International Shares
- Microsoft Corporation
- National Grid PLC
- Apple Inc
- Alphabet Inc
- Amazon.com Inc
- Dominion Energy Inc
- NVIDIA Corp
- Broadcom Inc
- Johnson & Johnson
- Visa Inc
Property
- Karrinyup Shopping Centre WA
- ISPT Core Property Fund
- Australian Core Retail Trust
- Brookfield Place NSW
- Mirvac Wholesale Office Fund