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Product Dashboard as at 30 June 2023

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This dashboard gives a snapshot view of the fees, risk and performance for our Balanced (default) investment option and is based on an account balance of $50,000.

Our Balanced option is a MySuper product, which means it is the option your super will be invested in by default if you do not make an investment choice.

This dashboard can be used to easily compare the fees, risk and performance of our Balanced option with those of other MySuper products.

Comparison between return target and return

This graph shows a comparison between the net return performance (calculated after deducting fees, costs and taxes), the return target, and the moving average return annualised over rolling 10 year periods.

Past performance is not necessarily an indication of future returns. The returns are for Financial Years ending 30 June.

Target asset allocations

 

Target asset allocation ranges

The Income Focused, MySuper Balanced, Aggressive and Balanced (Ancillary) investment options have a specific target asset allocation to each asset class which are monitored for market movements within the following target asset allocation ranges.

Investment Income focused MySuper Balanced Aggressive Balanced (Ancillary)
Cash 10-100% 0-65%  0-35% 0-65%
Fixed Interest 10-100% 0-65% 0-35% 0-65%
Equities 0-40% 15-75% 20-95%  15-75%
Property 0-35% 0-25% 0-50% 0-25%
Infrastructure 0-35% 0-25% 0-50% 0-25%
Alternatives 0-70% 0-30% 0-70%  0-30%
Foreign currency hedge ratio 0-100% 0-100% 0-100%  0-100%

Explanation of terms

Net return

Net returns (target or actual) show returns (expected or actual) after investment, advice fees, costs and taxes.

Moving average return

The moving average is an analysis tool that ‘smooths out’ price data by creating a constantly updated average price. This is shown above as the percentage, during the relevant period, of the ten year moving average return target on an investment.

Target asset allocation

This shows the weighting to each asset class for the investment option. This is a target as outlined in our investment strategy and may not reflect the actual asset allocation for the option. The actual asset allocation can be found at Portfolio holdings disclosure.
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Member outcomes assessment summary

We use our experience to pursue a better retirement for our customers.

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How we perform

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