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Balanced investment option

Balanced
(default option – age 56+)
Strategic asset allocation Asset allocation
50% growth assets
50% income assets
Investment objective and target return*

This option 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
rolling 3-year periods.*

Risk profile Medium risk
Target asset class allocation

Investment time horizon Medium term (3-5 years)

 

* NOTE: This objective does not constitute a forecast or guarantee of future performance or the future rates of return of the investment option.

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


First State Super Investment options


Pre-mixed

High Growth
Diversified
Balanced
Capital Guarded

Single asset class

Australian Equities
Australian Socially Responsible Equities
International Equities
Property
Australian Fixed Interest
International Fixed Interest
Cash




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