Balanced investment option 

Health Super’s Balanced option has a medium risk and expected return.

The investment objectives relating to the Standard investment options and Socially Responsible Investment options are the same.

  

Show me the latest returns for the Balanced option. 

 

Asset class ranges from 1 July 2008:

Asset class	Balanced %
Australian Shares	12.5 - 22.5
International Shares	12.5 - 22.5
Alternative Growth	11 - 19
Alternative Defensive	6 - 14
Fixed Interest	36 - 44
Cash	0 - 5

The asset allocation ranges allow greater flexibility to each investment structure and will allow Health Super to invest in new markets and access opportunities in a more timely and efficient manner. 

Risk level:

Medium

Investment objective:

Aim to achieve a return that exceeds inflation by at least 3.5% pa measured over rolling 5-year periods.

Expectation of negative returns:

1 year in 10

Investment period:

5 years or more

SRI option available:

Yes

Need more information?

For more information on Health Super’s Balanced investment options please refer to Health Super’s Product Disclosure Statement.

remember: Superannuation is a long-term investment. Investments are volatile, meaning they can go up and can go down. It’s important to know that past performance is not a reliable indicator of future performance.