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Balanced (Pension)

Balanced (Pension)

Overview


To provide a diversified portfolio that has an appropriate balance between income and capital growth investments with medium to high levels of risk.

The Fund aims to achieve returns 2.75% above inflation after investment fees and taxes over a 10 year period.

Minimum investment timeframe

6 years

Risk level

Medium

Investors that the Fund may suit

Members comfortable with a medium level of risk that have an investment
timeframe of at least 6 years.



Asset allocation

Performance & unit prices

Case studies

We know it can be difficult to imagine the real world impact that your pension has. Explore the case studies below to learn more about some of the companies we're invested in.

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Meridian Energy
Meridian Energy generates, trades and retails electricity from renewable energy sources such as wind and hydro power.
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Main Sequence CSIRO
Main Sequence is a deep tech venture capital fund focused on tackling the world’s biggest challenges by turning scientific discoveries into future industries.
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Cochlear
Cochlear provides bone conduction implants for people with conductive hearing loss, mixed hearing loss and single-sided deafness.

More information

Invest with heart

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Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan