NESS MySuper / MyPension Balanced

FUND DETAILS     USI: NES0100AU     ABN: 72 229 227 691     ADDITIONAL INFORMATION

Description

This investment option is designed to cater to members with a medium to long-term investment horizon who are seeking medium to high levels of return and can tolerate medium to high levels of volatility. It provides exposure to a high level of growth asset classes with a lesser exposure to defensive assets.

Investment Objective

Targets a return of at least CPI + 3% per annum net of fees and tax (where applicable) over rolling 10-year periods.

Minimum Investment Timeframe

10 years

Risk Band

5

Risk Label

Medium to high

Estimated number of negative annual returns over any 20-year period

3 to less than 4

Long-term

Australian Equities
International Equities
Property
Alternatives
Fixed Interest
Cash

30%
30%
15%
5%
15%
5%

Benchmark Range

15% – 55%
10% – 50%
0% – 30%
0% – 30%
5% – 30%
0% – 20%

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