Investment expectation

To provide medium-level returns with an associated moderate level of risk. As a guide to members, Balanced is expected to provide a long-term return after tax and investment expenses of 2.5% p.a. above the inflation rate, with the likelihood of a negative return approximately 1 year in every 4. Minimum suggested investment timeframe: 8 years.

Estimated fund charges

Estimated total annual fund charges (p.a. of net asset value).

0.35% p.a.

or $35 for every $10,000 invested