Balanced Growth

Objective

To provide a return at least 2.50% p.a. above inflation (after investment-related fees, costs and tax) over rolling 10-year periods.

Investment performance

Take a sneak peek at how this option has performed! Want to see more? Check out the full returns over time

6.43%

Over the year ending 31 March 2025

6.17% p.a.

Over the last 10 years

See performance over time

Risks

Risk Band1

6

Expected return and risk profile

High

Estimated number of negative returns over any 20 year period

4 to less than 6

Suggested minimum timeframe

10 years

1 The Risk Band is based on regulated Standard Risk Measure guidelines.

How this option is invested

Asset allocation

Target - The asset allocation expected to achieve the investment objective over the investment period.

Range - The potential variation of the asset allocation due to trading activity and market movements.

TargetRange

Growth

Australian shares

26%

0–70%

International shares

35%

0–70%

Alternative-growth

9%

0–30%

Defensive

Alternative-defensive

8%

0-15%

Fixed interest

16%

0–30%

Cash

6%

0–30%