Investment objective: An average return of CPI + 3.5% over seven years or more.1

Risk

It is likely that a negative return might be expected to occur between three and four years in 20.

 

Asset Allocation

This product is invested in the range of 55-75% Growth Assets with the balance in Defensive Assets.

 

 2015_chart_sss_balanced Strategic Asset Allocation
  Australian Equities 17%
  International Equities 25%
  Property 12%
  Diversified Strategies (Growth) 8%
  Diversified Strategies (Income) 16%
  Inflation Linked Securities 9%
  Fixed Interest 11%
  Cash 2%

 

Performance

Rates of returns to 30 June 20192
Investment Option 1 mth 3 mths FYTD 1 year 3 years 5 years 10 years
  % % % % % p.a. % p.a. % p.a.
Balanced 2.69 3.79 8.09 8.09 9.54 8.35 9.65

Returns greater than one year have been annualised.

Yearly rates of return net of investment fees to 30 June 2018

Year Balanced
2017-18 9.02%
2016-17 11.01%
2015-16 3.86%
2014-15 9.38%
2013-14 13.82%
2012-13 14.73%
2011-12 3.10%
2010-11 10.96%
2009-10 12.59%
2008-09 -15.32%
2007-08 -9.26%
2006-07 17.66%

 

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Historical unit prices

 


1 Investment objectives state what each option aims to achieve. They are designed to help members with their investment decisions. The objectives have been developed having regard for the long term performance and characteristics of financial markets and taking into account expert advice provided by JANA. There is no guarantee, however, that the objectives will be met. This is because financial markets are volatile and future returns may vary from past returns. Indeed, for funds with exposure to growth assets there is a material likelihood that returns may be negative in any particular year.

2 Net of investment fees