Medium-Term Growth investment option 

Health Super’s Medium-Term Growth option has a high to 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 Medium-Term Growth option.

 

Asset class ranges from 1 July 2008: 

asset class	Medium-Term  Growth %
Australian Shares	20 - 30
International Shares	20 - 30
Alternative Growth	16 - 24
Alternative Defensive	6 - 14
Fixed Interest	16 - 24
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:

High/Medium.

Investment objective:

Aim to achieve a return that exceeds inflation by 4% pa measured over rolling 5-year periods.

Probability of negative returns:

1 year in 7.

Investment period:

5 years or more.

SRI option available:

Yes. 

Need more information?

For more information on Health Super’s Medium-Term Growth 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.