Sustainable Balanced
Investment objective
To outperform the annual returns of the median balanced fund and CPI + 4% over the medium to longer term*.
Investment strategy
A diversified option that invests across most asset classes.
A 'best of sector' approach is taken to selecting companies in the shares allocations, according to specific sustainable selection criteria.
Risk profile
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.
Expected frequency of negative annual return
Approximately 4 to 5 years in every 20.
Risk classification
Medium to high-risk. Returns can fluctuate from year to year – either moderately or considerably.
Strategic Asset Allocation
Performance for Sustainable Balanced
| AusSuper |
0.00% |
0.37% |
9.35% |
3.83% |
3.21% |
n/a |
5.37% |
| Benchmark |
n/a |
n/a |
8.71% |
1.24% |
2.49% |
n/a |
n/a |
Benchmark
Balanced: SuperRatings SR50 Median Balanced
*The returns quoted are net of fees and tax. The 1 year, 3 year, 5 year, 10 year and since inception figures, where they appear, are rolling returns as at 30 June 2011. These historical returns are the combined return information from previous ARF and STA investment options.
Where only one of the merging funds previously offered an equivalent to an option in the new product suite, the returns of that option have been used. Where both funds offered an equivalent option, the combined returns (asset weighted where possible) have been used. The same process has been used for calculating historical investment fees. Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns. The Trustee endeavours to provide accurate information at the time of publication, however, changes may be made if subsequently required.
The Strategic Asset Allocation (SAA) and other information shown in this section is current as at November 2011 (unless stated otherwise). The Trustee may alter the strategic asset allocation or the composition of individual asset classes from time to time to suit prevailing market circumstances.
Read about our Crediting rate policy
Read the Investment option Terms and Conditions