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Conservative Balanced

Overview

Conservative Balanced - This option aims to achieve a balance of risk and return by investing in a blend of growth and defensive assets.

Most suitable for

Members seeking returns above the rate of inflation over the long-term, but with a more stable pattern of returns than might be experienced by the Balanced option.

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Risk profile

  • Low to moderate risk

Investment time horizon

  • Medium to long (3 - 5 years)

Investment strategy
Benchmark
Range %
 
Fixed Interest
25
20-40
Cash/ Capital Guaranteed
20
10-35
Defensive Alternatives
5
0-5
Australian Shares
18
10-35
Direct Property
6
0-15
Overseas Shares
16
10-25
Growth Alternatives
7
0-5
 

Capital Guaranteed only
Shares

Fixed Interest & Cash
AAA Rating 10 Heron Partnership - 6 Star top rated fund 09/10 Chant West - 5 Apples 09/10 Super Ratings 2009/10 Super Ratings - Platinum savings 2009/10
Industry Super Funds

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