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

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