Skip to main content

Product Dashboard

Options

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

Year ending Net return performance Moving average return target (10 years)
2017 9.31% 5.86%

Past performance is not necessarily an indication of future returns.

Target asset allocations

Asset class Allocation
Equities 45.00%
Infrastructure 1.00%
Fixed interest 14.00%
Alternatives 15.00%
Cash 15.00%
Commodities %
Property 10.00%