Balanced

This option is more conservative than Diversified Growth. It invests in growth assets, but has substantial exposure to defensive assets.

Aim

Return target of 2.5% per year above inflation over rolling 5-year periods.


Best suited to

Those seeking moderate returns and prepared to accept potentially modest fluctuations in returns over shorter time periods.


Suggested minimum holding period

4 years


Estimated fees and costs

Administration: 0.18% p.a. plus flat fee of $1.50 p/w
Investment management: 0.44%
Indirect costs: 0.32%

See the Fees and other costs section of the Investment choice guide for a full explanation of the costs for each investment option.


Risk

Level of investment risk: Medium to high

Medium to High Risk (Scale 5 of 7)

Negative returns expected 3.3 out of 20 years.

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