Balanced Growth
Pension

Zero fossil fuels. Targets investment in social impact and renewable energy projects.

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Let's break things down

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Impact talk

Balanced Growth Pension

Zero fossil fuels

Ethically screened

Invests for impact

Money talk

Balanced Growth Pension

Fees per year *

0.882% + $60

$501.00 per year on a balance of $50,000

Investment objectives How much we aim for your money to grow each year

CPI + 2.5% CPI (which stands for 'Consumer Price Index') is how much the price of stuff changes each year

Per annum over rolling ten-year periods (after fees and taxes)

Asset allocation How we balance risk and reward in order to achieve investment objectives

70% Growth

30% Defensive

Recent returns^

As at 31 October 2021

See full performance and returns

17.54%

One year

8.94%

Since inception
(15 July 2015)

* Read our Pension Product Disclosure Statement and Pension Target Market Determination for full details on how fees apply to your Future Super account. The fees shown above are the total Investment Fees, Administration Fees and Indirect Cost Ratio payable for our pension option. Other fees and costs may apply to your account.

^ Returns provided are after investment fees, percentage-based administration fees and taxes but before dollar-based administration fees have been taken out. Returns for periods of greater than one year are on a per annum compound basis. Return of capital and the performance of your investment in the Fund are not guaranteed. Past performance is not a reliable indicator of future performance.