Product Dashboard as at 30 June 2024
This dashboard gives a snapshot view of the fees, risk and performance for our Balanced (default) investment option and is based on an account balance of $50,000.
Our Balanced option is a MySuper product, which means it is the option your super will be invested in by default if you do not make an investment choice.
This dashboard can be used to easily compare the fees, risk and performance of our Balanced option with those of other MySuper products.
Comparison between return target and return
This graph shows a comparison between the net return performance (calculated after deducting fees, costs and taxes), the return target, and the moving average return annualised over rolling 10 year periods.
Target asset allocations
Target asset allocation ranges
The Income Focused, MySuper Balanced, Aggressive and Balanced (Ancillary) investment options have a specific target asset allocation to each asset class which are monitored for market movements within the following target asset allocation ranges.
| Investment | Income focused | MySuper Balanced | Aggressive | Balanced (Ancillary) |
|---|---|---|---|---|
| Cash | 10-100% | 0-65% | 0-35% | 0-65% |
| Fixed Interest | 10-100% | 0-65% | 0-35% | 0-65% |
| Equities | 0-40% | 15-75% | 20-95% | 15-75% |
| Property | 0-35% | 0-25% | 0-50% | 0-25% |
| Infrastructure | 0-35% | 0-25% | 0-50% | 0-25% |
| Alternatives | 0-70% | 0-30% | 0-70% | 0-30% |
| Foreign currency hedge ratio | 0-100% | 0-100% | 0-100% | 0-100% |
Explanation of terms
Net return
Net returns (target or actual) show returns (expected or actual) after investment, advice fees, costs and taxes.
Moving average return
The moving average is an analysis tool that ‘smooths out’ price data by creating a constantly updated average price. This is shown above as the percentage, during the relevant period, of the ten year moving average return target on an investment.
Target asset allocation
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