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 to high
Summary risk level
Pre-Mixed
Option type
$5.0 billion

Option size1

As at 31 March 2021

Expected frequency of negative annual return
3 to less than 4 in 20 years
Total investment fees and costs and transaction costs (%)
Super 0.42% | Pension 0.33%

Objective and performance

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

Objective

Outperform: CPI by 2.0% p.a. over 5 years2

Performance against objective

2
% p.a. over 5 years
As at 31 Mar 2021
CPI + 2.0% Conservative Balanced performance Outperformance
3.7 5.5 1.8
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 31 Mar 2021
Timeframe Conservative Balanced performance SuperRatings median performance Outperformance
1 month 1.26 1.56 -0.30
3 months 1.09 1.79 -0.70
Financial year to date 4.37 8.03 -3.66
1 year 9.17 13.32 -4.15
3 years 5.61 5.75 -0.14
5 years 5.50 6.10 -0.60
7 years 6.32 5.76 0.56
10 years 6.81 6.29 0.52
Periods less than a year are not annualised.

Conservative Balanced option performance ($)

2
As at 06 May 2021

Objective

Outperform: CPI by 2.0% p.a. over 5 years2

Performance against objective

2
% p.a. over 5 years
As at 31 Mar 2021
CPI + 2.0% Conservative Balanced performance Outperformance
3.7 6.4 2.7
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 31 Mar 2021
Timeframe Conservative Balanced performance SuperRatings median performance Outperformance
1 month 1.42 1.68 -0.26
3 months 1.27 2.02 -0.75
Financial year to date 5.05 9.10 -4.05
1 year 10.54 15.06 -4.52
3 years 6.51 6.35 0.16
5 years 6.36 6.97 -0.61
7 years 7.30 6.59 0.71
10 years 7.83 7.01 0.82
Periods less than a year are not annualised.

Conservative Balanced option performance ($)

2
As at 06 May 2021