Balanced Pension
Minimum investment:
Initial investment: $30,000
Previous name
Balanced Pension 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$1.96$1.9579$1.9563
Returns
| Total returns to 31 December 2011 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Balanced Pension | 1.80% | -4.10% | 2.60% | -1.60% | 3.90% | 5.40% |
| Benchmark: Morningstar Multisector Balanced | 2.00% | -1.40% | 5.60% | 0.10% | 4.00% | 6.50% |
