Growth invests in a diversified portfolio of predominantly growth assets (e.g. shares) with a smaller percentage in income assets (e.g. fixed interest).

Target asset allocation

Benchmark asset allocation - Growth

Investment objective

To provide a long-term (10 years plus) return after tax and investment expenses of 3.5% p.a. above inflation. There is a reasonably small risk (approximately 1 in 20 years) of a member losing more than 12.0% 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).

0.57% p.a.

or $57 for every $10,000 invested

Historic returns

Information about asset classes held by Growth

Download the latest PDF fact sheet