Pension Fund
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
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.