Conservative invests predominantly in income assets (e.g. fixed interest) with a smaller percentage in growth assets (e.g. shares).

Benchmark asset allocation

Benchmark asset allocation - Conservative

Investment objective

To provide returns after tax and investment expenses of 1.0% above inflation over rolling 3-year periods. There is a reasonably small risk (approximately 1 in 20 years) of a member losing more than 3% in any year, with a current likelihood of a negative return of 1 year in every 5.

 

Estimated fund charges

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

 

Historical returns

Information about asset classes held by Conservative

Download the latest PDF fact sheet