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
$6.3 billion

Option size1

As at 31 January 2021

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 31 Dec 2020
CPI + 4% Growth performance Outperformance
5.6 9.4 3.8
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 Jan 2021
Timeframe Growth performance SuperRatings median performance Outperformance
1 month 0.67 0.23 0.44
3 months 8.15 8.10 0.05
Financial year to date 12.99 10.72 2.27
1 year 5.63 1.35 4.28
3 years 8.77 6.59 2.18
5 years 10.51 8.47 2.04
7 years 9.76 7.88 1.88
10 years 9.72 8.04 1.68
Periods less than a year are not annualised.

Growth option performance ($)

2
As at 04 Mar 2021

Objective

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

Performance against objective

2
% p.a. over 7 years
As at 31 Dec 2020
CPI + 4% Growth performance Outperformance
5.6 10.4 4.8
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 Jan 2021
Timeframe Growth performance SuperRatings median performance Outperformance
1 month 0.74 0.21 0.53
3 months 8.97 8.61 0.36
Financial year to date 14.43 11.59 2.84
1 year 5.96 1.83 4.13
3 years 9.68 7.02 2.66
5 years 11.55 9.55 2.00
7 years 10.78 8.83 1.95
10 years 10.77 9.02 1.75
Periods less than a year are not annualised.

Growth option performance ($)

2
As at 04 Mar 2021