Indexed Balanced

This option caters for return-seeking investors who are willing to take moderate risks with their money, but would still like the safety of a proportion of Cash and Diversified Fixed Interest in their investment.

Return Target1

Return target of 2.75% per year above Consumer Price Index over 10-year periods after fees and taxes.

Risk: High

Risk: High

Negative returns expected 5.2 out of 20 years.

1 Investment markets are uncertain and future returns cannot be guaranteed.

Indexed Balanced - Estimated fees and costs

Administration: 0.18% p.a.
Investment management: 0.10%
Accumulation indirect costs: 0.00%
Pension and Transition to Retirement indirect costs: 0.00%

See the Fees and other costs section of the Investment choice guide for a full explanation of the costs for each investment option.


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