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Balanced

The Balanced option is now closed. Read about the Capital Managed option that has a similar strategy.

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

Return Target1

Return target of 2.5% per year above inflation over rolling 10-year periods after fees and taxes.
 

Risk: High

Risk: High

Negative returns expected 4.1 out of 20 years.

1 Investment markets are uncertain and future returns cannot be guaranteed.

Balanced - Estimated fees and costs

Administration: 0.18% p.a.
Investment management: 0.22%
Accumulation indirect costs: 0.55%
Pension and TTR Pension indirect costs: 0.55%

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

Returns

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