Balanced Growth Option
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Inception date: 1 July 2015
Current assets as at 31 May 2021: $73.5m
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 strategy
Designed for members who want reasonable exposure to growth assets balanced by a slightly lower weighting to defensive assets.
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.
| Asset Class | Strategic allocation | Range |
|---|---|---|
| Australian Shares | 19% | 10–35% |
| International Shares | 24% | 10–35% |
| Real Assets | 18% | 0–35% |
| Private Markets | 5% | 0–10% |
| Alternatives | 8% | 0–35% |
| Diversified Fixed Income | 14% | 0–35% |
| Cash | 12% | 0–25% |
View a brief outline of the major asset classes AvSuper uses to diversify investments.
Investment profile
Returns are generally less volatile than the High Growth portfolio but can still be volatile over the short to medium term.
| Standard Risk Measure | |
|---|---|
| Risk band | 5 |
| Risk label of | Medium to High |
| Expected frequency of negative return in 20 years | 3 to less than 4 |
| Quarter | Financial year to date |
|---|---|
| 4.3% | 12.9% |
Annualised
| 1 year | 3 years | 5 years | 10 years |
|---|---|---|---|
| 13.5% | 6.0% | 6.4% | – |
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 management fee
0.66%* p.a.
Deducted as part of the daily unit price calculations, and gross of tax deduction.
*For full fees please see our fees page.
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.
INVESTMENT OPTIONS
