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LOW FEE OPTION



Superestate Balanced Essentials offers members one of the lowest fees among balanced investment options in the market.*


Balanced Essentials is a low fee investment option that lets members have 10% of their super invested in our property portfolio.  


Fee comparison is based on information provided by SuperRatings. For full details on how our fees compare, check out the details here.

 Want to sign up to a low fee super option?





*This is based on research conducted by SuperRatings Pty Ltd (AFSL No. 311880) at the request of Superestate which compared 364 balanced investment options using data current as at 31 May 2019.

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 7 years.


Minimum suggested time horizon: 7 Years
Level of investment risk: 4
Risk Label: Medium
Probability of a negative return: 2 to less than 3 in 20 years



Investment fee: 0.200% pa
Admin fee: 0.24% pa + $1.27 per week
Buy/Sell Spread: 0.56%/0.31%
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.

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