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Balanced

Balanced

Overview


To provide a diversified portfolio that has an appropriate balance between income and capital growth investments with a medium level of risk. 

The Fund aims to achieve returns 3.75% above inflation1 after investment fees and taxes over a 10 year period.

Minimum investment timeframe

8 years

Risk level

Medium

Investors that the Fund may suit

Members comfortable with a medium level of risk that have an investment timeframe horizon of at least 8 years. 



Asset allocation

Performance & unit prices

More information

Invest. Altogether. Better.

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