Balanced invests in a diversified portfolio balanced between growth assets (e.g. shares) and income assets (e.g. fixed interest).

Target asset allocation

Benchmark asset allocation - Balanced

Investment objective

To provide a long-term (10 years plus) return after tax and investment expenses of 3.0% p.a. above inflation. There is a reasonably small risk (approximately 1 in 20 years) of a member losing more than 8.0% in any year, with a current likelihood of a negative return of 1 year in every 4.

 

Estimated fund charges

Estimated total annual fund charges (p.a. of net asset value).

0.53% p.a.

 or $53 for every $10,000 invested

Historic returns

Information about asset classes held by Balanced

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