Balanced invests in a mix of income assets (e.g. fixed interest) and growth assets (e.g. shares).

Target asset allocation

Investment expectation

To provide medium-level returns, with a 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).

Historical returns

Information about asset classes held by Balanced