CareSuper - Balanced

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Balanced

Overview

Balanced -This option aims to achieve relatively high returns in the medium to long-term, subject to containing short-term variations in returns within acceptable limits.

Most suitable for

Members seeking returns above the rate of inflation over the long-term. This option has relatively high levels of investment in shares, property and other investments including infrastructure with a benchmark exposure of 75% to these growth assets.

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Risk profile

Moderate risk

Investment time horizon

Long (5+ years)

Investment strategy

Benchmark

Range %

Fixed Interest

5-35

Cash/ Capital Guaranteed

0-15

Defensive Alternatives

0-15

Australian Shares

15-45

Direct Property

0-25

Overseas Shares

10-35

Growth Alternatives

0-55

Capital Guaranteed only

Fixed Interest & Cash

Heron Partnership - 6 Star top rated fund 09/10

Super Ratings - Platinum savings 2009/10

This website contains general advice, not taking into account your objectives, financial situation or needs. Before acting on this advice you should determine if it is appropriate for you. Before acquiring a product, first read its Product Disclosure Statement. Some products and services offered on this website are provided by third parties. The Trustee is not responsible for the products or services, views or actions of these third parties. Terms and conditions may apply which should be obtained from the third parties direct. The Trustee does not accept liability if loss or damage is incurred from the acquisition of third party products or services.
CARE Super Pty Ltd (Trustee) ABN 91 006 670 060 AFSL 235226 CARE Super ABN (Fund) 98 172 275 725