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Conservative

Conservative

Overview


To provide members with returns only moderately above inflation over a medium time horizon with low to medium levels of investment risk.

The Fund aims to achieve returns 1.5% above inflation after investment fees and taxes over a 10 year period.

Minimum investment timeframe

4 years

Risk level

Low to medium

Investors that the Fund may suit

Members closer to, or in retirement, who need to protect their retirement savings and keep up with inflation or members who want a low volatility option.



Asset allocation

Performance & unit prices

More information

Invest with heart

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Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, 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