Growth

Growth invests predominantly in growth assets (e.g. shares) with a smaller percentage in income assets (e.g. fixed interest).

Benchmark asset allocation

Investment expectation

To provide high level returns, with an associated higher level of risk. As a guide to members, Growth is expected to provide a long-term return after tax and investment expenses of 3.5% p.a. above the inflation rate, with the likelihood of a negative return approximately 1 year in every 3 and a small probability (approximately 1 year in 20) of any annual loss exceeding 12%.

Estimated fund charges

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

Historical returns

Information about asset classes held by Growth

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