Balanced Essentials

This option suits those who are seeking growth but who wish to lower the risk of rapid changes in value over the short term. This option is designed to provide comparable levels of risk to the Balanced Property option and lower levels of risk than the Growth Property option, which may in turn produce lower levels of returns.

Investment Strategy

Superestate Balanced Essentials has a significant bias towards growth assets, such as Australian residential property, Australian and international shares with an offsetting allocation towards defensive assets such as fixed interest securities and cash.

Investment Objective

The Superestate Balanced Essentials investment option aims to generate relatively high returns in the medium to long term. The return objective is to outperform CPI + 3.0% over rolling 10-year periods.

Minimum suggested time horizon: 7 Years

Level of investment risk: 6
Risk Label: High
Probability of a negative return: 4 to less than 6 in 20 years

Investment fee: 0.214% pa
Admin fee: 0.24% pa + $1.27 per week
Buy/Sell Spread: 0.53%/0.29%
Indirect Cost Ratio: 0.011% pa

These asset allocations may not be reflected in a particular portfolio at the time when you are selecting an investment option due to a possible temporary deviation from the stated asset allocations in these investment options.

You should read the Product Disclosure Statement and Reference Guide for more information on how we invest your super and our fees & costs.