Balanced
Objective
- to provide investors with a balance between capital growth and a moderate level of income through a diversified portfolio of assets that supports the Australian Ethical Charter.
Overview
- managed with a low turnover of shares
- investment in different asset types and markets to reduce volatility of return
- cross-investments may occur in our other investment choices to access specialised assets including international equities, smaller company shares, property, loans and fixed interest.
- currency risk from international exposure is unhedged. This means that the value of the strategy’s investments in Australian dollars will vary as exchange rates vary.
Suits
- members near to or in retirement who seek both growth and income from their retirement savings and members seeking a balance between risk and return.
Previous name
Balanced Strategy
Established
December 1998
Recommended minimum timeframe
- 1
- 2
- 3
- 4
- 5
- 6
- 7+
- Years
Asset Mix
55% Growth 45% Defensive
Investment risk
Investment risk illustration Low High
Asset Allocation
- Australian shares
- Cash
- Interest-bearing investments
- International shares
- Property
Unit Prices
-
27 January 2012$1.9233$1.9212$1.9197
Returns
| Total returns to 31 December 2011 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Balanced | 1.70% | -3.70% | 1.80% | -1.30% | 3.50% | 5.10% |
| Benchmark: Morningstar Multisector Balanced | 2.00% | -1.40% | 5.60% | 0.10% | 4.00% | 6.50% |
