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Indexed Balanced

This option may be suitable for investors seeking high returns and prepared to accept likely significant fluctuations over shorter periods. It invests mostly in Australian and International Shares.

Return Target1

Return target of 2.75% per year above inflation over rolling 10-year periods after fees and taxes.

Risk: High

Risk: High

Negative returns expected 4.65 out of 20 years.

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

Indexed Balanced - Estimated fees and costs

Administration fees and costs: 0.18% p.a. plus 0.03% p.a.1
Investment fees and costs: 0.11%
Transaction costs: 0.00%

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

1 This amount is not deducted from your account balance but is deducted from the Fund’s General Reserve.

Returns

Returns are reported on a basis of soft close valuations and are net of investment fees and costs and transaction costs, net of taxes, and net of the percentage-based administration fee (accrued in the unit price).

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