Balanced Growth Option

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Investment choice form Member Online

Inception date: 1 July 2015

Current assets as at 30 April 2017: $26.8m

AvSuper’s Balanced Growth option is a pre-mixed, well-diversified investment option – that means it is invested across multiple asset or investment types. 

The Balanced Growth Option is also one of the default investment options for Income Streams – if you do not make an investment choice, your Income Stream balance will automatically be divided into two options (the Balanced Growth and Cash options) to give an equal balance of growth and defensive assets.

Investment returns to 30 April 2017

Live Unit Prices

Accumulation Returns (net of fees and taxes)

Quarter Financial year to date
3.3% 8.0%

Annualised

1 year 3 years 5 years 10 years
8.8%

Past performance may not be an indicator of future performance. The investment returns for the quarter and the financial year to date detailed above are real investment returns for the period shown, not annualised or ‘per annum’ returns which may differ from the numbers above.

Investment strategy

Designed for members who want reasonable exposure to growth assets balanced by a slightly lower weighting to defensive assets.

  • Growth 65%
  • Defensive 35%
Asset Class Benchmark Range
Australian Shares  22% 10–35%
International Shares  21% 10–35%
Real Assets 18% 0–35%
Private Markets 5% 0–10%
Alternatives 8% 0–35%
Diversified Fixed Income 14% 0–35%
Cash 12% 5–25%

View a brief outline of the major asset classes AvSuper uses to diversify investments.

Investment objectives

To achieve a return, after tax and fees, which exceeds Consumer Price Index (CPI) increases by at least 3.0% pa over rolling ten-year periods.

Investment profile

Returns are generally less volatile than the High Growth portfolio but can still be volatile over the short to medium term.

 

Investment management fee

0.69% p.a.

Deducted as part of the weekly unit price calculations, and gross of tax deduction.

 

Standard Risk Measure
Risk band 4
Risk label of Medium
Expected frequency of negative return in 20 years 2 to less than 3

 

Investment managers

AvSuper’s investment portfolio is managed by a carefully selected group of Investment managers and overseen by our Investment Committee. AvSuper uses a range of professional investment managers who specialise in different investment areas to invest members’ money according to specific objectives and strategies (including strategies to guard against excessive risk) set out by the AvSuper Trustee. The Trustee monitors and regularly reviews all investment managers involved with our investments.

Live Chat Support Software

Phone 1800 805 088 (Free call)
Email:
avsinfo@avsuper.com.au