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
-
11 May 2012$2.0582$2.056$2.0543
Returns
| Total returns to 30 April 2012 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Balanced Pension | 4.90% | 0.30% | 4.20% | -1.00% | 4.90% | 5.70% |
