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 | Comparison between return target and return

Return target

Return target for 2017-2026 of 3.5% per year above inflation after fees and taxes.

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: $584 per year.

Growth

Comparison between return target and return

Past performance is not necessarily an indication of future returns.

Growth | Comparison between return target and return

Return target

Return target for 2017-2026 of 3% per year above inflation after fees and taxes.

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: $574 per year.

Balanced

Comparison between return target and return

Past performance is not necessarily an indication of future returns.

Balanced | Comparison between return target and return

Return target

Return target for 2017-2026 of 2.5% per year above inflation after fees and taxes.

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: $574 per year.

Stable

Comparison between return target and return

Past performance is not necessarily an indication of future returns.

Stable | Comparison between return target and return

Return target

Return target for 2017-2026 of 1.5% per year above inflation after fees and taxes.

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: $564 per year.