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SR Balanced

The SR Balanced option is now closed. Read about the Socially Responsible option that has a similar strategy.

SR Balanced takes into account socially responsible/ ethical criteria when investing a portfolio with an emphasis on growth assets.

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Return Target

Accumulation and Transition to Retirement
Return target of 3% per year above inflation after fees and taxes over the next ten financial years. Investment markets are uncertain and future returns cannot be guaranteed. Return targets are adjusted for taxes, administration fees and costs and investment fees and costs.

Pension
Return target of 3.00% per year above Consumer Price Index over 10-year periods after fees and taxes over the next ten financial years. Investment markets are uncertain and future returns cannot be guaranteed. Return targets are adjusted for taxes, administration fees and costs and investment fees and costs.
 

Risk: High

Risk: High

Negative returns expected 4.7 out of 20 years.
 

Strategic asset allocation (SAA) and ranges

Asset classes SAA % Ranges %
Australian shares 25.0 10-40
International shares 30.0 15-45
Private equity 5.0 0-15
Property 10.0 0-20
Infrastructure 10.0 0-20
Diversifying strategies 0.0 0-20
Diversified fixed interest 10.0 0-30
Cash 10.0 0-20
Growth assets 75%
Defensive assets 25%

SR Balanced - Estimated fees and costs

Administration: 0.18% p.a.
Investment management: 0.09%
Indirect costs: 0.64%

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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