Conservative Balanced
The Conservative Balanced Investment Option is one of six PreMixed Investment Options available to AustralianSuper members.
Investment results for Conservative Balanced
Investment result
| Period |
Credit rate |
| Daily rate (26.08.08) |
0.10% |
| Financial Year To Date (01.07.08 - 26.08.08) |
0.18% |
| 6 months to 30.06.08 |
-4.49% |
| 1 year to 30.06.08 |
n/a |
| 3 year Avg to 30.06.08 |
n/a |
| 5 year Avg to 30.06.08 |
n/a |
| 10 year Avg to 30.06.08 |
n/a |
| Since inception 01.09.07 |
-2.21% |
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 description
The Conservative Balanced Investment Option is designed for members who want solid capital accumulation, a steady income and reasonable likelihood of capital protection in an adverse investment environment.
Investment objective
The objective of the Conservative Balanced Investment Option is to outperform (after tax and fees) CPI + 3.5% pa, and the median conservative balanced fund, over the medium to longer term.
Investment management
The Conservative Balanced Investment Option invests in a broadly diversified portfolio including both income and growth assets. The asset classes utilised to provide this split comprise Australian and overseas shares, direct property, infrastructure, hedge funds, bonds and cash. Such a broad spread of asset classes reduces the effect of fluctuations that may occur in any single asset class and reduces the risk of a negative return.
Investment period
Medium to Longer Term
Investment risk
Low to Medium
Date of inception
01/09/2007
| Investment management fee: |
|
2007
0.62%
|
Please note:
The calculated investment returns were prepared by the AustralianSuper Investment Department. Past performance is not an indication of future returns. The Conservative Balanced Investment Option is available from 1 January 2008.
Please note that the asset allocations displayed on this site are as at 31 August 2007. The Trustee of AustralianSuper may change its asset allocations at any time.
Investment management fees provided are estimates only as historical data does not exist.