Balanced Pension option | Australian Ethical

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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.

Read the PDS

Asset allocation

As at 1 May 2026.

This information is subject to change.

1. The asset allocation shown is a strategic asset allocation and the actual allocation may vary within the range due to market movements, investments into or withdrawals from the option, or changes in the nature of the investment.

2. No more than 20% of the option’s exposure to Australian and New Zealand shares will come from securities listed on the New Zealand stock exchange.