Our investment options

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
$5.5 billion

Option size1

As at 28 February 2022

Expected frequency of negative annual return
3 to less than 4 in 20 years
Total investment fees and costs and transaction costs (%)
Super 0.39% | Pension 0.32%

Objective and performance

The Conservative Balanced investment option invests in a diversified portfolio of 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.

Objective

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

Performance against objective

2
% p.a. over 5 years
As at 31 Mar 2022
CPI + 2.0% Conservative Balanced performance Outperformance
4.3 5.4 1.1
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 2022
Timeframe Conservative Balanced performance SuperRatings median performance Outperformance
1 month 0.58 0.50 0.08
3 months -1.53 -2.21 0.68
Financial year to date 3.17 1.04 2.13
1 year 6.22 5.03 1.19
3 years 4.92 5.50 -0.58
5 years 5.38 5.65 -0.27
7 years 5.26 5.19 0.07
10 years 7.10 6.61 0.49
Periods less than a year are not annualised.

Conservative Balanced option performance ($)

2
As at 16 May 2022

Objective

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

Performance against objective

2
% p.a. over 5 years
As at 31 Mar 2022
CPI + 2.0% Conservative Balanced performance Outperformance
4.3 6.2 1.9
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 2022
Timeframe Conservative Balanced performance SuperRatings median performance Outperformance
1 month 0.66 0.56 0.10
3 months -1.69 -2.33 0.64
Financial year to date 3.59 1.27 2.32
1 year 6.86 5.73 1.13
3 years 5.59 6.11 -0.52
5 years 6.18 6.22 -0.04
7 years 6.03 5.87 0.16
10 years 8.12 7.39 0.73
Periods less than a year are not annualised.

Conservative Balanced option performance ($)

2
As at 16 May 2022