Overview
To provide a diversified portfolio that has an appropriate balance between income and capital growth investments with low to medium level of risk.
The Fund aims to achieve returns 2.25% above inflation1 after investment fees and taxes over a 10 year period.
1 The measure of inflation is the Consumer Price Index (Trimmed mean) released by the Australian Bureau of Statistics on a quarterly basis.
| Minimum investment timeframe |
6 years |
|---|---|
| Risk level |
Low to medium |
| Investors that the Fund may suit |
Members comfortable with low to medium level of risk that have an investment timeframe horizon of at least 6 years |
Asset allocation
Case studies
We know it can be difficult to imagine the real world impact that your super has. Explore the case studies below to learn more about some of the companies we're invested in.
More information
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Compared to a general share market benchmark selected as an appropriate investment benchmark for this option or fund, and based on shareholdings at 30 June 2024 and analysis tools provided by external sources accessed on 03 July 2024. More details here.