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
$7.3 billion

Option size1

As at 31 July 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 30 Jun 2021
CPI + 4% Growth performance Outperformance
5.7 10.4 4.7
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 Jul 2021
Timeframe Growth performance SuperRatings median performance Outperformance
1 month 1.48 1.31 0.17
3 months 5.21 5.01 0.20
Financial year to date 1.48 1.31 0.17
1 year 23.50 22.42 1.08
3 years 10.84 9.00 1.84
5 years 10.97 9.30 1.67
7 years 10.35 8.79 1.56
10 years 11.05 9.61 1.44
Periods less than a year are not annualised.

Growth option performance ($)

2
As at 16 Sep 2021

Objective

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

Performance against objective

2
% p.a. over 7 years
As at 30 Jun 2021
CPI + 4% Growth performance Outperformance
5.7 11.5 5.8
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 Jul 2021
Timeframe Growth performance SuperRatings median performance Outperformance
1 month 1.65 1.45 0.20
3 months 5.48 5.40 0.08
Financial year to date 1.65 1.45 0.20
1 year 25.81 24.02 1.79
3 years 11.97 9.67 2.30
5 years 12.05 10.20 1.85
7 years 11.40 9.84 1.56
10 years 12.21 10.79 1.42
Periods less than a year are not annualised.

Growth option performance ($)

2
As at 16 Sep 2021