Short-Term Conservative investment option

Health Super’s Short-Term investment option has a medium to low 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 Short-Term Conservative option.

 

 

Asset class ranges from 1 July 2008:

asset class	Short-Term  Conservative %
Australian Shares	5 - 15
International Shares	5 - 15
Alternative Growth	6 - 14
Alternative Defensive	6 - 14
Fixed Interest	36 - 44
Cash	16 - 24

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/Low.

Investment objective:

Aim to achieve a return that exceeds inflation by at least 2.5% pa measured over rolling 3-year periods.

Expectation of negative returns:

1 year in 20.

Investment period:

3 years or more.

SRI option available:

Yes.

Need more information?

For more information on Health Super’s Short-Term Conservative Investment options please refer to Health Super’s Product Disclosure Statement.

 

Important: 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.