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 31 March 2021

Expected frequency of negative annual return
2 to less than 3 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.39% | Pension: 0.30%

Objective and performance

This option invests in a diversified portfolio of largely defensive assets like fixed interest and cash, and some growth assets like shares, property, infrastructure and private equity.

Objective

Outperform: CPI by 1.0% p.a. over 5 years2

Performance against objective

2
% p.a. over 5 years
As at 31 Mar 2021
CPI + 1.0% Conservative performance Outperformance
2.7 4.3 1.6
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 Apr 2021
Timeframe Conservative performance SuperRatings median performance Outperformance
1 month 0.43 1.08 -0.65
3 months 0.75 1.84 -1.09
Financial year to date 3.18 6.14 -2.96
1 year 4.39 7.94 -3.55
3 years 4.25 4.31 -0.06
5 years 4.27 4.55 -0.28
7 years 4.96 4.52 0.44
10 years 5.66 5.10 0.56
Periods less than a year are not annualised.

Conservative option performance ($)

2
As at 10 Jun 2021

Objective

Outperform: CPI by 1.0% p.a. over 5 years2

Performance against objective

2
% p.a. over 5 years
As at 31 Mar 2021
CPI + 1.0% Conservative performance Outperformance
2.7 5.1 2.4
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 Apr 2021
Timeframe Conservative performance SuperRatings median performance Outperformance
1 month 0.50 1.16 -0.66
3 months 0.88 1.91 -1.03
Financial year to date 3.74 6.53 -2.79
1 year 5.17 8.59 -3.42
3 years 5.04 4.86 0.18
5 years 5.02 5.07 -0.05
7 years 5.83 5.04 0.79
10 years 6.60 5.72 0.88
Periods less than a year are not annualised.

Conservative option performance ($)

2
As at 10 Jun 2021