Growth Pension

Minimum investment: 

Initial investment: $30,000

Previous name

Large Companies Share Pension Strategy

Established

September 2009

Recommended minimum timeframe

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7+
  • Years

Asset Mix

85% Growth 15% Defensive

Investment risk

Investment risk illustration Low High

Asset Allocation

  • Australian shares
  • Cash
  • Interest-bearing investments
  • International shares
  • Property
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Growth Pension

Unit Prices

  • 11 May 2012
    $1.9951
    $1.9941
    $1.9931
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Returns

Total returns to 30 April 2012 3 months 1 year 3 years 5 years 10 years Since Inception
Growth Pension 7.60% -5.40% 2.90% -5.30% 4.90% 5.60%
Benchmark: Melded index 7.70% 2.30% 8.80% -4.10% 3.40% 5.70%