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

  • 27 January 2012
    $1.8682
    $1.8672
    $1.8663
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Returns

Total returns to 31 December 2011 3 months 1 year 3 years 5 years 10 years Since Inception
Growth Pension 2.30% -11.90% -0.60% -5.70% 3.40% 5.00%
Benchmark: Melded index 3.50% -4.00% 4.80% -4.70% 2.00% 5.10%