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Balanced Option
Objective
To achieve reasonably attractive long-term investment returns, whilst accepting a reasonable level of investment risk. More specifically, returns after tax and fees that exceed CPI increases by at least 2% pa over rolling 5 and 7 year periods will be sought.
Risk/Return Profile
Medium to High risk and Medium to High returns
Suitability
Members who are looking for reasonably attractive investment returns over the medium to long term and are willing to tolerate a reasonable level of variability in returns. This is the ‘default’ option for members who do not make an investment choice.
Strategic Asset Allocation
Date established
May 1997
Investment Performance
Year ended 30 June |
Return (p.a.) |
2000 |
11.0% |
2001 |
5.6% |
2002 |
-2.9% |
2003 |
1.4% |
2004 |
11.8% |
2005 |
14.3% |
2006 |
15.3% |
2007 |
21.0% |
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