Suitability and risk

Suits members who want exposure to a range of asset classes and are comfortable with the value of their investments fluctuating.

7 years
Suggested minimum investment time frame
High
Summary risk level
Pre-Mixed
Option type
$5.8 billion

Option size1

As at 30 September 2020

Expected frequency of negative annual return
4 to less than 6 in 20 years
Total investment fees and costs and transaction costs (%)
Super: 0.60% | Pension:  0.52%

Objective and performance

This option invests in a diversified portfolio of mainly growth assets, such as Australian and international shares, property, infrastructure and private equity, with fixed interest and cash investments.

Objective

Outperform: CPI by 4% p.a. over 7 years2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2020
CPI + 4% Growth performance Outperformance
5.6 9.1 3.5
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 Sep 2020
Timeframe Growth performance SuperRatings median performance Outperformance
1 month -0.82 -1.24 0.42
3 months 3.86 2.00 1.86
Financial year to date 3.86 2.00 1.86
1 year 3.38 -1.83 5.21
3 years 8.18 5.58 2.60
5 years 8.99 6.63 2.36
7 years 9.05 7.18 1.87
10 years 9.23 7.70 1.53
Periods less than a year are not annualised.

Growth option performance ($)

2
As at 28 Oct 2020

Objective

Outperform: CPI by 4% p.a. over 7 years2

Performance against objective

2
% p.a. over 7 years
As at 30 Sep 2020
CPI + 4% Growth performance Outperformance
5.6 10.0 4.4
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 Sep 2020
Timeframe Growth performance SuperRatings median performance Outperformance
1 month -0.87 -1.09 0.22
3 months 4.30 2.36 1.94
Financial year to date 4.30 2.36 1.94
1 year 3.62 -1.87 5.49
3 years 9.03 6.25 2.78
5 years 9.91 7.75 2.16
7 years 10.02 8.07 1.95
10 years 10.24 8.66 1.58
Periods less than a year are not annualised.

Growth option performance ($)

2
As at 28 Oct 2020