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Balanced (Pension)

Balanced (Pension)

Overview


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

The Fund aims to achieve returns 2.75% above inflation after investment fees and taxes over a 10 year period.

Minimum investment timeframe

6 years

Risk level

Medium

Investors that the Fund may suit

Members comfortable with a medium level of risk that have an investment
timeframe of at least 6 years.



Asset allocation

Performance & unit prices

Case studies

We know it can be difficult to imagine the real world impact that your pension has. Explore the case studies below to learn more about some of the companies we're invested in.

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EROAD
EROAD helps transport companies run safer, more efficient fleets.
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Octopus Energy
Founded in 2015 and based in the UK, Octopus Energy Group, operates in over 30 countries.
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Mercury NZ
Mercury is a New Zealand power company that generates electricity using natural resources.

More information

Invest with heart

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Australian Ethical offices are located on the lands of the Gadigal and Wurundjeri People.
Australian Ethical acknowledges the Traditional Owners of the countries on which we work, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan