Balanced
The Balanced Investment Option is one of six PreMixed Investment Options available to AustralianSuper members.
Investment results for Balanced
Investment result
| Period |
Credit |
| Daily rate (08.09.10) |
-0.27% |
| FYTD (01.07.10 - 08.09.10) |
3.253% |
| 6 months to 30.06.10 |
-1.37% |
| 1 year to 30.06.10 |
11.92% |
| 3 year to 30.06.10 pa |
-2.71% |
| 5 year to 30.06.10 pa |
5.06% |
| 10 year to 30.06.10 pa |
6.08% |
| Since inception 01.01.08 pa |
-4.36% |
FYTD history
The chart below is a daily account of AustralianSuper's financial-year-to-date (FYTD) performance.
The FYTD history tracks the daily movement of an investment option's performance within the given financial year.
You can use the calendar below to review our FYTD performance history by selecting a date-range within the same financial year.
Click here to download a spreadsheet of the selected FYTD rates. This spreadsheet contains a daily rate column.
Monthly rates history
Please select a date range within the same financial year.
Investment strategy
A diversified option that invests across most asset classes, with a large proportion in Australian and international shares, property and infrastructure.
This option has a slightly higher allocation to fixed interest and cash than the High Growth option.
Investment objective
To outperform the median balanced fund and CPI + 4% pa over the medium to long-term*.
Strategic Asset Allocation (SAA) targets
| Minimum investment timeframe |
Medium to long-term: If you choose this option, be prepared to stay invested in it for more than 5 years before it meets its objectives. |
| Risk classification |
Medium to high-risk : Returns can fluctuate from year to year – either moderately or considerably. |
| Expected frequency of negative annual return |
Approximately 2 to 3 years in every 10. |
| Range of annual returns to date |
Since this option was offered in 1985, its annual investment returns have been within the range shown:
|
| Date of inception |
01 Jan 2008 |
| Investment management fee |
2010 0.6
|
PLEASE NOTE: Returns that include periods prior to January 2008 are provided for information purposes only. These returns have been calculated based on:
(1) The actual returns of the AustralianSuper Pension options from 1 January 2008; and
(2) An estimate of the returns that would have applied for those options for periods before 1 January 2008 if the AustralianSuper Pension had been available at that time. These estimated returns have been calculated by adjusting the declared returns for each option within AustralianSuper's accumulation division to allow for tax and franking credit differences . Where the period begins prior to June 2006, the estimated returns are based in part on the combined returns for AustralianSuper's two predecessor funds, ARF and STA.
In calculating historical return information we have combined return information from previous ARF and STA investment options. Where only one of the merging funds previously offered an equivalent option in the new product suite, the returns of that option have been used. Where both funds offered the equivalent option, the returns have been asset weighted across both options on a monthly basis, where possible. Investment returns are not guaranteed as all investments carry some risk. Past performance is not an indication of future performance.
The Strategic Asset Allocation (SAA) and other information shown in this section is current as at 1 November 2009. The Trustee may alter the strategic asset allocation or the composition of individual asset classes from time to time to suit prevailing market circumstances.
* AustralianSuper returns are after fees and taxes and benchmark returns are adjusted for fees and taxes.
