Balanced: Retirement Scheme Investment Options

Retirement Scheme

This option aims to achieve a return of CPI + 3% pa over 7 years (after fees and taxes)

The strategic asset allocation for this option is 75% growth assets (eg Australian and international shares) and 25% defensive assets (eg fixed income and cash).

Minimum investment timeframe 7 years.


Performance History

1 mth (%) 3 mth (%) FYTD * 1 yr % (pa) 3 yr % (pa) 5 yr % (pa) 7 yr % (pa) 10 yr % (pa)
*FYTD means Financial Year to Date starting 1 July.

Asset Allocation


If you had an account with $100,000 invested it would be invested as follows:

Unit Prices

Investment option Date $