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Product Dashboard as at 30 June 2017

MySuper Balanced (default) investment option

Return

Since inception annualised net return is 9.31% (inception date is 1 July 2016).

Level of investment risk

Medium to High Risk. Negative returns expected in 3 to 4 out of every 20 years.

Return target

CPI + 3.5% per year over a 10 year period (net return). Future returns cannot be guaranteed.

Statement of fees and other costs

$540 per year. Fees and other costs for a representative member.

Comparison between return target and return

 

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 (Default) 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
Cash 10-100% 0-65%  0-35%
Fixed Interest 10-100% 0-65% 0-35%
Equities 0-40% 15-75% 20-95% 
Property 0-35% 5-25% 0-50%
Infrastructure 0-35% 0-20% 0-50%
Alternatives 0-70% 0-30% 0-70%
Foreign currency hedge ratio 0-100% 0-100% 0-100%

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