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Balance (accumulation)

To provide a diversified portfolio that has an appropriate balance between
income and capital growth investments with medium to high levels of risk.
It aims to achieve returns of 3.5% p.a. above inflation over the medium to longer terms.

 

Minimum investment timeframe 5 years
Risk level Medium to high
Investors that the fund may suit Members comfortable with a medium to high level of risk that have an investment timeframe of at least 5 years.

 

Strategic asset allocation*

Asset class@ Strategic Range % Actual Allocation %
Interest-bearing investments & cash 10 - 50 29.9
Property 0 - 20 9.4
Australian and New Zealand shares^ 10 - 50 32.8
International shares 5 - 40 26.5
Alternatives 0 - 20 1.4

* This information is current as at 1 July 2020 and is subject to change.

^ 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.

@ The Balanced (accumulation) option is an authorised MySuper product.

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