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

Benchmark asset allocation

Benchmark asset allocation - Growth

Investment objective

To provide returns after tax and investment expenses of 3.75% above inflation over rolling 10-year periods. There is a reasonably small risk (approximately 1 in 20 years) of a member losing more than 12.5% 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 Growth

Download the latest PDF fact sheet