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
$6.6 billion

Option size1

As at 31 March 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 Mar 2021
CPI + 4% Growth performance Outperformance
5.6 9.8 4.2
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 Apr 2021
Timeframe Growth performance SuperRatings median performance Outperformance
1 month 2.67 2.68 -0.01
3 months 5.42 6.52 -1.10
Financial year to date 19.11 17.79 1.32
1 year 24.85 22.22 2.63
3 years 10.60 8.76 1.84
5 years 11.15 9.20 1.95
7 years 10.05 8.38 1.67
10 years 10.15 8.62 1.53
Periods less than a year are not annualised.

Growth option performance ($)

2
As at 10 Jun 2021

Objective

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

Performance against objective

2
% p.a. over 7 years
As at 31 Mar 2021
CPI + 4% Growth performance Outperformance
5.6 10.8 5.2
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 Apr 2021
Timeframe Growth performance SuperRatings median performance Outperformance
1 month 2.91 2.72 0.19
3 months 5.95 6.87 -0.92
Financial year to date 21.23 19.33 1.90
1 year 27.19 24.00 3.19
3 years 11.66 9.10 2.56
5 years 12.25 10.19 2.06
7 years 11.13 9.38 1.75
10 years 11.21 9.56 1.65
Periods less than a year are not annualised.

Growth option performance ($)

2
As at 10 Jun 2021