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Balanced index

The Balanced index option in detail - for super members

Return objective

  • To achieve adequate long-term investment returns* using simple lower-cost investment strategies.
  • To outperform an average annual return of CPI plus 2.8% p.a. net of tax, investment and administration fees over rolling 10-year periods.

Risk profile

Offers an emphasis on higher returning assets but includes some lower-risk assets to reduce short-term risks. The strategy uses Passive index investments which are lower-cost but provide diversified exposures to selected listed asset classes like Australian shares, international shares, Australian Property Securities and Australian cash. This option is likely to produce a negative return in 3 to 4 years in every 20 years.

Risk level: 

Medium to high

Investor profile

Will suit investors looking for moderate to high returns over the long term, but who are prepared to accept fluctuations in investment performance over shorter periods. The strategy is suited to investors seeking to minimise costs, although without utilising active managers seeking to achieve outperformance above market benchmarks.

*The annual return is net of tax and investment and administration fees.

Investment strategy

Balanced Index chart

Minimum suggested time frame for holding the investment is 5 years. 

The Trustee may adjust the asset mix or vary the investment strategy from time to time. This could include varying the mix between growth assets and defensive assets.

Performance

Balanced index super performance chart

Returns shown are net of investment fees and tax, gross of administration fees. Past performance is not an indicator of future performance.