Conservative Balanced option

 

Growth / defensive asset mix

54% growth / 46% defensive

Return target

CPI plus 3.0% per annum on average over 20 years

The investment objective for pension members is slightly higher - refer to the Allocated Pension and WISP PDS for more information.

Level of investment risk*

Medium

Negative returns expected in between 2 to less than 3 out of every 20 years

Investment style

Contains roughly equal proportions of growth and defensive assets.

Suitable for

This Option is diversified across a range of growth and defensive assets and has a lower risk return profile than the Balanced Option. This Option may suit members who have a five year plus investment time horizon.

Strategic asset allocation

Refer to the investment performance page for the most recent investment performance figures.
Refer to the Investments Supplement for more information on investment options.

* The Level of investment risk is based on an industry-wide Standard Risk Measure. It shows the number of expected negative annual returns over a 20-year period.
 

 

Your options in detail

Australian Shares option

Balanced option

Capital Stable option

Cash option

Conservative Balanced option

Indexed Balanced option

International Shares option

Shares Plus option

Socially Responsible Investment (SRI) - Balanced option

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