Inception date: 1 January 2003
Current assets as at 31 December 2017: $78.92m
AvSuper’s Stable Growth option is a pre-mixed, well-diversified investment option – that means it is invested across multiple asset or investment types.
|Quarter||Financial year to date|
|1 year||3 years||5 years||10 years|
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.
The Stable Growth option is designed to cater for members with a short to medium investment horizon (four or more years) who are seeking medium levels of returns (below equities but above bonds) and with moderate levels of volatility.
- Growth 50%
- Defensive 50%
|Diversified Fixed Income||20%||0–40%|
View a brief outline of the major asset classes AvSuper uses to diversify investments.
To achieve a return, after tax and fees, which exceeds Consumer Price Index (CPI) increases by at least 2.0% pa over rolling ten-year periods.
There may be some volatility in returns in the short term but they tend to stabilise over longer periods.
Investment management fee
Deducted as part of the weekly unit price calculations, and gross of tax deduction.
|Standard Risk Measure|
|Risk label of||Medium|
|Expected frequency of negative return in 20 years||2 to less than 3|
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.