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Balanced investment strategy

Balanced
Strategic asset allocation Asset allocation
50% growth assets
50% income assets
Investment objective and target return*

This strategy aims to achieve medium term real (above inflation) growth with a balance of growth and income assets.

Target return: 3.25% pa. above inflation over 3 year periods.*

Risk profile Medium risk
Sector allocation

Investment time horizon Medium term (3-5 years)
Most suitable for Members with an investment timeframe of at least 3-5 years and who are looking for real growth.

 

* This objective and target return does not constitute a forecast or guarantee of future performance of the investment strategy or the future rates of return of the investment strategy. Please note that negative returns can occur.

Click here to find our more about Investment objectives and target returns 

 Back to Choose your investment strategy 

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First State Super Investment Strategies

Pre-mixed

High Growth
Diversified
Balanced
Capital Guarded

Single asset class

Australian Equities
International Equities
Property
Australian Fixed Interest
International Fixed Interest
Cash

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