An investment option for members seeking the ability to balance income and long term capital growth.
|Description||Invests across all asset classes, including Australian and International Equities, Listed Real Assets, Alternative Assets, Islamic Cash and Islamic Fixed Income. This option is intended for members seeking a lower cost investment option with a balance of income and capital growth, with the emphasis on long-term capital growth.|
|Investment objective||To achieve an average net return (after investment fees and tax) equal to or better than inflation plus 2.5% p.a. over rolling 5-year periods and limit the frequency of negative annual returns to 1 in 5 years.|
|Suggested minimum timeframe||Minimum 5 years|
|Target allocation 1||72% Growth Assets
28% Defensive Assets
|Administrative fee (fixed fee) 2||$1.90 per week|
|Administration fee (percentage) 2||0.45% p.a.|
|Investment fees and costs (estimates only) 3||0.84% of assets p.a.|
|Transaction costs (estimates only)||0.02% of assets p.a.|
Browse our Islamic investment options
For members seeking a higher level of income investing for the medium term.
For members seeking a lower cost option, balancing income and long-term capital growth.
For members seeking a higher level of exposure to passive investments.