Conservative Growth Option

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Investment choice form Member Online

Inception date: 1 February 2010

Current assets as at 31 July 2017: $113.56m

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

Investment returns to 31 July 2017

Live Unit Prices

Accumulation Returns (net of fees and taxes)

Financial year to date Quarter
0.3% 1.3%

Annualised

1 year 3 years 5 years 10 years
4.7% 4.2% 5.7%

 

 

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

The Conservative Growth option is designed for members who are approaching retirement or who are generally risk averse, but want to maintain some growth potential.

 

  • Growth 30%
  • Defensive 70%
Asset Class Benchmark Range
Australian Shares  10% 0–20%
International Shares  10% 0–20%
Real Assets 10% 0–20%
Private Markets 0% 0–10%
Alternatives 10% 0–60%
Diversified Fixed Income 30% 0–60%
Cash 30% 10–60%

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 1.0% pa over rolling ten-year periods.

Investment profile

Less volatility in the short term but generally conservative returns over longer periods.

Investment management fee

0.51% p.a.

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

Standard Risk Measure
Risk band 2
Risk label of Low
Expected frequency of negative return in 20 years 0.5 to less than 1

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