Product dashboard

The Product Dashboard sets out important information about our four MySuper default Lifecycle Strategy investment options.

Aggressive

Comparison between return target and return

Past performance is not necessarily an indication of future returns.

Aggressive

Return target

Achieve a return exceeding the increase in the Consumer Price Index (CPI) by at least 5% pa, after tax and investment costs, over any ten year period.

Return

10 year average return of 4.2%, after tax and investment costs, as at 30 June 2017.

Level of investment risk

Very high

The estimated number of annual negative returns over any 20 year period is six years. These negative returns can be experienced several years apart or several years in a row within the 20 year period.

Statement of fees and other costs

Based on fees and costs for a member with a $50,000 account balance: $514 per year.

Growth

Comparison between return target and return

Past performance is not necessarily an indication of future returns.

Growth

Return target

Achieve a return exceeding the increase in the Consumer Price Index (CPI) by at least 4% pa, after tax and investment costs, over any ten year period.

Return

10 year average return of 4.6%, after tax and investment costs, as at 30 June 2017.

Level of investment risk

Very high

The estimated number of annual negative returns over any 20 year period is six years. These negative returns can be experienced several years apart or several years in a row within the 20 year period.

Statement of fees and other costs

Based on fees and costs for a member with a $50,000 account balance: $489 per year.

Balanced

Comparison between return target and return

Past performance is not necessarily an indication of future returns.

J4424_MNE_Website Graphs_Balanced

Return target

Achieve a return exceeding the increase in the Consumer Price Index (CPI) by at least 3.5% pa, after tax and investment costs, over any ten year period.

Return

10 year average return of 4.8%, after tax and investment costs, as at 30 June 2017.

Level of investment risk

Medium to high

The estimated number of annual negative returns over any 20 year period is three years. These negative returns can be experienced several years apart or several years in a row within the 20 year period.

Statement of fees and other costs

Based on fees and costs for a member with a $50,000 account balance: $449 per year.

Stable

Comparison between return target and return

Past performance is not necessarily an indication of future returns.

Stable

Return target

Achieve a return exceeding the increase in the Consumer Price Index (CPI) by at least 3% pa, after tax and investment costs, over any ten year period.

Return

10 year average return of 4.7%, after tax and investment costs, as at 30 June 2017.

Level of investment risk

Medium

The estimated number of annual negative returns over any 20 year period is two years. These negative returns can be experienced several years apart or several years in a row within the 20 year period.

Statement of fees and other costs

Based on fees and costs for a member with a $50,000 account balance: $404 per year.