Example of how fees apply to an investor
Mary invests $10,000 in the Balanced investment option. The starting value of her investment is $10,000. She is charged management and administration fees, which work out to about $66 (0.66% of $10,000). These fees might be more or less if her account balance has increased or decreased over the year.
Estimated total fees for the first year
Individual action fees: $50 (for a second switch).
Fund charges: $66.
See the latest fund update for an example of the actual returns and fees investors were charged over the past year.
This example applies only to the Balanced investment option. If you are considering investing in other funds or investment options in UniSaver, this example may not be representative of the actual fees you may be charged. This example only applies to a contributing member. Different fees apply to retained members.