Growth: Retirement Scheme Investment Options

Contributor Financed Benefit

This option aims to achieve a return of CPI + 3.5% pa over 7 years (after fees and taxes).

Suggested minimum investment timeframe is 10 years.

The strategic asset allocation for this option is 87% growth assets (eg Australian and international shares) and 13% defensive assets (eg fixed income and cash).


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 $