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 31 October 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 31 Oct 2020
Timeframe Growth performance SuperRatings median performance Outperformance
1 month 0.60 0.39 0.21
3 months 2.96 1.57 1.39
Financial year to date 4.48 2.54 1.94
1 year 3.32 -1.72 5.04
3 years 7.34 4.89 2.45
5 years 8.25 5.99 2.26
7 years 8.76 6.92 1.84
10 years 9.13 7.64 1.49
Periods less than a year are not annualised.

Growth option performance ($)

2
As at 01 Dec 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 31 Oct 2020
Timeframe Growth performance SuperRatings median performance Outperformance
1 month 0.67 0.61 0.06
3 months 3.31 1.92 1.39
Financial year to date 5.01 2.91 2.10
1 year 3.54 -1.58 5.12
3 years 8.12 5.48 2.64
5 years 9.09 6.93 2.16
7 years 9.70 7.89 1.81
10 years 10.13 8.55 1.58
Periods less than a year are not annualised.

Growth option performance ($)

2
As at 01 Dec 2020