An investment option for members seeking long-term growth assets combined with significant exposure to income-producing asset classes.
|Description||Invests across all asset classes, including Australian and International Equities, Listed Real Assets, Alternative Assets, Islamic Cash and Islamic Fixed Income with an emphasis on long-term growth assets combined with a significant exposure to income-producing asset classes. This option is suitable for investors seeking mainly capital growth and investing for the long term.|
|Investment objective||To achieve an average net return (after investment fees and tax) equal to or better than inflation plus 3% p.a. over rolling 7-year periods and limit the frequency of negative annual returns to 1 in 4 years.|
|Suggested minimum timeframe||Minimum 7 years|
|Target allocation 1||
92% Growth Assets
8% 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||1.11% of assets p.a.|
|Transaction costs (estimates only)||0.03% of assets p.a.|
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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.