Product Dashboard as at 30 June 2017
MySuper Balanced (default) investment option
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.
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.
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|
|Foreign currency hedge ratio||0-100%||0-100%||0-100%|
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