Indexed Balanced

^{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:	0.01%

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

^{1 This amount includes one off merger costs. 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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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

Risk: High