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Conservative Balanced

Conservative Balanced

Overview

Objective

 

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.

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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

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  1. 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.