Indexed Balanced

One of our pre-mixed investment options. The Indexed Balanced option is invested in a strategic mix of of passive investments, with a greater proportion in shares and the remainder in cash and fixed interest.

What is it?

The Indexed Balanced investment option is part of our pre-mixed investment options containing a strategic mix of passive investments. This is one of our new low-fee investment options.

Investment objective

To achieve a return (net of tax and investment expenses) that exceeds the increase in the CPI by at least 3.25% per annum over rolling 10-year periods.

Investment strategy

To invest in a diversified range of passive investments, with a greater proportion in shares and the remainder in cash and fixed interest.

Investment returns

This option was introduced 8 Oct 2020, no historic returns are available.

5 Year Average % p.a. as of 30/06/2020

Investment performance

Showing
As of 16/10/2020 Average % p.a. as of 30/06/2020
Unit price FYTD % Since Inception 10 year 5 year 3 year 1 year
1.00920 0.92 N/A N/A N/A N/A N/A
As of 16/10/2020 Average % p.a. as of 30/06/2020
Unit price FYTD % Since Inception 10 year 5 year 3 year 1 year
1.00920 0.92 N/A N/A N/A N/A N/A
As of 16/10/2020 Average % p.a. as of 30/06/2020
Unit price FYTD % Since Inception 10 year 5 year 3 year 1 year
1.00000 N/A N/A N/A N/A N/A N/A

Strategic asset allocation as of 8 October 2020

Asset Class Asset Allocation Range
Passive Australian Shares 35% 20-50%
Passive International Shares 35% 20-50%
Passive fixed interest 28% 0-60%
Cash 2% 0-20%

Investment fees and costs

This option was introduced on the 8 Oct 2020. The fees and costs have therefore been estimated based on the chosen investment managers prior 12 month experience to June 2020. These do not include administration fees.

Investment fee

0.06% p.a. (net of tax)

Indirect cost ratio

0.00% p.a.

Risk profile

We use an industry standard risk measurement to help you understand an investment option’s risk profile, where band 1 is very low risk and band 7 is very high risk.

Risk band 6
Risk label High
Suggested minimum investment time frame 5 years
Expected frequency of negative annual returns in any 20-year period Approx. 5.5

Disclaimer

Changes to investment options.

We may alter, add, remove or close investment options from time to time without prior notice.

Changes to asset allocations.

We constantly monitor and assess the asset allocation for each investment option and make changes where appropriate without prior notice.

Investment fees

These fees cover investment management, asset custody, and other related costs and are deducted from investments before returns are applied to your account. Investment fees are regularly reviewed and may change from time to time.

Indirect cost ratio (ICR)

This ratio represents estimated costs incurred by the Fund’s investment managers and deducted before investment earnings of each option are received. They take into account the Fund’s experience in the last financial year. They are not deducted from your account or from the Fund’s assets.

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