Balanced invests in a balanced portfolio with a slight emphasis on growth assets (e.g. shares).

Benchmark asset allocation

Benchmark asset allocation - Balanced

Investment objective

To provide returns after tax and investment expenses of 2.75% above inflation over rolling 7-year periods. There is a reasonably small risk (approximately 1 in 20 years) of a member losing more than 8% 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).

 

Historical returns

Information about asset classes held by Balanced

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